Africa Financial Solutions Consultant

Old Mutual South Africa; Kempton Park; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa in Kempton Park is seeking a customer-focused professional to provide advice on a specific range of products to a defined market and to contribute to achieving results through their own efforts.

You will perform customer service, handle inquiries, manage CRM data, interview customers to clarify needs, build relationships with prospects, ensure compliance with procedures, and support business development through routine tasks and data input.

Qualifications

• NQF Level 4 or equivalent education is required.

Responsibilities

• Provide customer service and handle inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain CRM data accuracy and note follow-ups.
• Interview customers to clarify requirements.
• Develop relationships with potential customers via calls and visits.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development and identify sales opportunities.
• Input data into spreadsheets or standard formats.
• Engage in networking to expand influence.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa in Kempton Park is seeking a customer-focused professional to provide advice on a specific range of products to a defined market and to contribute to achieving results through their own efforts.

You will perform customer service, handle inquiries, manage CRM data, interview customers to clarify needs, build relationships with prospects, ensure compliance with procedures, and support business development through routine tasks and data input.