Financial Solutions Consultant

Old Mutual; Wellington; On-site; NZD 50,000 - 70,000; Full time

Job summary

Old Mutual in Wellington, NZ seeks a customer-focused professional to advise on a range of products and manage routine inquiries through CRM data entry and proactive outreach.

You will interview customers to clarify requirements, identify needs and sales opportunities, and support business development while adhering to standards and regulatory requirements. Networking and accurate data handling are essential in this role.

Qualifications

• Experience in consultative selling and building customer relationships.
• Ability to identify customer needs and sales opportunities.
• Familiarity with CRM data management and data entry.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure that basic customer details in the CRM are accurate and note follow-ups.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Participate in networking to leverage connections 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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

CRM Software

Sales Software

Job description

Old Mutual in Wellington, NZ seeks a customer-focused professional to advise on a range of products and manage routine inquiries through CRM data entry and proactive outreach.

You will interview customers to clarify requirements, identify needs and sales opportunities, and support business development while adhering to standards and regulatory requirements. Networking and accurate data handling are essential in this role.