Africa Financial Consultant - Consultative Sales Pro

Old Mutual South Africa; Durban; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa invites applications for a customer-focused advisor role that provides product advice within a defined market. You will manage inquiries, qualify prospects, and maintain CRM data while building lasting relationships.

The position emphasizes consultative selling, accurate data handling, and adherence to standards. Strong communication and stakeholder engagement are essential for success at Old Mutual South Africa.

Qualifications

• NQF Level 5 qualification or equivalent.
• Ability to follow sales scripts and handle inquiries.
• Strong customer service and communication skills.

Responsibilities

• Provide customer service and handle inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; escalate complex matters.
• Maintain accurate CRM data and note follow-up actions.
• Clarify customer requirements using a multilevel sales script.
• Develop relationships with allocated potential customers.
• Follow procedures to meet quality standards and codes of conduct.
• Support routine business development tasks and processes.
• Identify potential customers and initiate contact to create opportunities.
• Input data into spreadsheets or standard formats from information provided.
• Participate in a network of influence 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

Job description

Old Mutual South Africa invites applications for a customer-focused advisor role that provides product advice within a defined market. You will manage inquiries, qualify prospects, and maintain CRM data while building lasting relationships.

The position emphasizes consultative selling, accurate data handling, and adherence to standards. Strong communication and stakeholder engagement are essential for success at Old Mutual South Africa.