OMF Financial Consultant (OMB Lusikisiki)

Old Mutual South Africa · Remote, Remote, South-Africa

Location
Remote
Job Type
Full-time
Posted
July 13, 2026

Job Description

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 alloc...

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