OMB Financial Consultant Bizana

## OMB Financial Consultant Bizana Apply:
Bizana:
Full time:
Posted Today:
JR-83709
** Let's Write Africa's Story Together!
** Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
** Job Description
** Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.# Responsibilities## ## Customer Service Carry out standard customer service activities and handle simple customer inquiries.## Solutions Analysis Assess compliance with established standards and protocols for routine inquiries.## Receiving Visitors Receive visitors and assist with various requests for information, referring more complex matters to colleagues.##

Customer Relationship Management (CRM) Data Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.## Customer Needs Clarification Interview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / Prospecting Make calls (by telephone or in person) to allocated potential customers to develop relationships.

Provide a first point of contact for resolving customer queries and complaints.## Operational Compliance Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.## Business Development Carry out routine business development support tasks and assist others by following established procedures.##

Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data Exploration Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of Influence Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.na
** Skills
* *** Competencies
* * Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity
** Education
* * High School (Grade 12)
** Closing Date
** 15 September 2026 , 23:59
*** The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.**
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