OMF Financial Consultant (Klerksdorp Pipline)

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.

CRM Data Accuracy

– Ensure that basic customer details held in the system are accurate, and record follow‑up actions 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.

Relationship Development / Prospecting

– Make calls (by telephone or in person) to allocated potential customers to develop relationships and provide a first point of contact for resolving queries and complaints.

Operational Compliance

– Follow mandatory procedures to ensure work meets quality standards and adheres 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 networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling

Customer Feedback Management

Customer‑Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Competencies

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education Matriculation Certificate (Matric)

Application Deadline 29 June 2026, 23:59

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