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OMF Financial Consultant; Springs Mall

Job in Springs, Suffolk County, New York, USA
Listing for: Old Mutual
Full Time position
Listed on 2026-03-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Customer Success Mgr./ CSM
  • Sales
    Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: OMF Financial Consultant (Springs Mall)
Location: Springs

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.
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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

01 March 2026 , 23:59

Location:

OMF Financial Consultant Springs Mall
• Springs

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