Africa Financial Solutions Advisor

Old Mutual Finance (Pty) Ltd; East London; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer-focused professional to advise on a range of products to a defined market and to achieve results through proactive outreach. You will perform basic customer service, handle inquiries, and ensure CRM data accuracy while following established compliance standards.

You will interview customers to clarify needs, develop relationships, and identify sales opportunities, contributing to routine business development activities within an established

Qualifications

• High School (Grade 12) qualification.
• Experience in customer service and sales-oriented environments is advantageous.

Responsibilities

• Provide advice on a range of products to a defined market and are accountable for achieving results.
• Carry out standard customer service activities and handle simple inquiries.
• Follow compliance procedures to meet quality standards and codes of conduct.
• Develop customer relationships and identify sales opportunities through proactive outreach.
• Capture and update customer data in the CRM system and document follow-up actions.

Skills

Consultative Selling

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Identifying Customer Needs

Identifying Sales Opportunities

Customer Feedback Management

Customer-Focused

Customer Understanding

Evaluating Information

Education

High School (Grade 12)

Job description

Old Mutual Finance (Pty) Ltd is seeking a customer-focused professional to advise on a range of products to a defined market and to achieve results through proactive outreach. You will perform basic customer service, handle inquiries, and ensure CRM data accuracy while following established compliance standards.

You will interview customers to clarify needs, develop relationships, and identify sales opportunities, contributing to routine business development activities within an established