Africa Financial Solutions Consultant

Old Mutual South Africa; Durban; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual South Africa is seeking a results-driven professional to advise clients on a range of financial products within a defined market. You will deliver high-quality customer service, verify and record client information in the CRM, and proactively develop relationships to uncover sales opportunities.

The role emphasizes needs-based interviewing, compliance with standards, and collaboration with colleagues for complex inquiries.

Qualifications

• Experience in consultative selling and building customer relationships.
• Ability to assess customer needs and translate into product options.
• Familiarity with CRM data handling and basic compliance procedures.

Responsibilities

• Provide advice on a specific range of products to an allocated market.
• Carry out standard customer service activities and handle inquiries.
• Receive visitors and assist with information requests.
• Ensure customer details in the CRM are accurate and documented actions.
• Interview customers to clarify requirements using a sales script.
• Develop relationships with potential customers through calls or in-person meetings.
• Follow procedures to meet quality standards and regulatory codes.
• Support routine business development and identify sales opportunities.
• Input relevant data into spreadsheets and maintain data quality.
• Engage in networking to leverage internal and external connections.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Oral Communications

Qualifying Prospects

Sales Data Management

Probing Questions

Identifying Customer Needs

Identifying Sales Opportunities

Education

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

Job description

Old Mutual South Africa is seeking a results-driven professional to advise clients on a range of financial products within a defined market. You will deliver high-quality customer service, verify and record client information in the CRM, and proactively develop relationships to uncover sales opportunities.

The role emphasizes needs-based interviewing, compliance with standards, and collaboration with colleagues for complex inquiries.