Africa-Driven Financial Consultant | Consultative Sales

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa in Durban seeks a customer-focused professional to advise on products, handle inquiries, and develop client relationships. You will interview customers, manage CRM data, and support business development while ensuring compliance with standards.

You’ll identify opportunities, enter data accurately, and build networks inside and outside the company to drive growth through proactive outreach.

Qualifications

• NQF Level 5 or equivalent is required.
• Strong customer service and consultative selling skills.
• Experience with CRM data management is preferred.

Responsibilities

• Customer Service: Carry out standard customer service activities and handle simple inquiries.
• Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors: Receive visitors and assist with information requests, referring complex matters to colleagues.
• CRM Data: Ensure basic customer details in the system are accurate and note follow-up actions.
• Customer Needs Clarification: Interview the customer to clarify requirements.
• Customer Relationship Development / Prospecting: Make calls to allocated potential customers and be first contact for queries.
• Operational Compliance: Follow procedures to meet quality standards and regulatory codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers via referrals and recommendations.
• Data Exploration: Select data from information and input into spreadsheets or formats.
• Network of Influence: Participate in a network to leverage internal and external resources.

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

Job description

Old Mutual South Africa in Durban seeks a customer-focused professional to advise on products, handle inquiries, and develop client relationships. You will interview customers, manage CRM data, and support business development while ensuring compliance with standards.

You’ll identify opportunities, enter data accurately, and build networks inside and outside the company to drive growth through proactive outreach.