Africa Financial Solutions Consultant

Old Mutual Limited; KwaBhaca (Mount Frere); On-site; ZAR 200,000 - 260,000; Full time

Job summary

Old Mutual Limited is seeking a motivated professional to provide advisory support across a defined product range. You will handle customer inquiries, maintain CRM data, and develop customer relationships through routine outreach.

The role emphasizes compliance with standards and proactive sales support. Responsibilities include following a multilevel sales script, qualifying prospects, and presenting information clearly to customers while maintaining accurate records and referrals for complex

Qualifications

• Interview customers following a multilevel sales script to clarify requirements.
• Carry out routine business development support tasks and follow established procedures.
• Handle standard customer inquiries and document follow-up actions.

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 information requests, referring complex matters to colleagues.
• Ensure basic CRM data accuracy and note follow-up actions from each sales call.
• Identify potential customers by obtaining information and referrals.
• Make calls to allocated potential customers to develop relationships and be first contact for queries.

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

High School (Grade 12)

Job description

Old Mutual Limited is seeking a motivated professional to provide advisory support across a defined product range. You will handle customer inquiries, maintain CRM data, and develop customer relationships through routine outreach.

The role emphasizes compliance with standards and proactive sales support. Responsibilities include following a multilevel sales script, qualifying prospects, and presenting information clearly to customers while maintaining accurate records and referrals for complex