Africa Financial Solutions Consultant

Old Mutual Finance (Pty) Ltd; Durban; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer-focused professional to provide advisory services on a range of products to a defined market. You will handle inquiries, maintain CRM data, and develop relationships with potential customers.

The role emphasizes adherence to procedures, compliant operations, and proactive business development to identify opportunities. A relevant NQF Level 5 qualification is required, with a strong emphasis on customer service excellence.

Qualifications

• NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised.
• Interview the customer to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Follow a range of mandatory procedures to ensure work quality and regulatory compliance.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by obtaining information and referrals.
• Input data into spreadsheets or standard formats.
• Demonstrate understanding of networking value by participating in a network of people, technologies, and ideas.

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 Finance (Pty) Ltd is seeking a customer-focused professional to provide advisory services on a range of products to a defined market. You will handle inquiries, maintain CRM data, and develop relationships with potential customers.

The role emphasizes adherence to procedures, compliant operations, and proactive business development to identify opportunities. A relevant NQF Level 5 qualification is required, with a strong emphasis on customer service excellence.