Africa Financial Solutions Consultant

Old Mutual Finance (Pty) Ltd; Polokwane; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer-focused professional to provide product advice to a defined market. You will handle inquiries, maintain CRM data, and support business development efforts through routine activities and prospecting.

The role emphasizes exceptional customer service, compliance with standards, and proactive engagement to identify sales opportunities, building relationships and resolving issues efficiently.

Qualifications

• Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

• Provide first point of contact for resolving customer queries and complaints.
• 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, referring complex matters to colleagues.
• Interview the customer to clarify requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Sales Opportunities

Qualifying Prospects

Sales Data Management

Sales Software

Oral Communications

Probing Questions

Strategic Selling

Listening & Empathy

Education

Education NQF Level 4

Job description

Old Mutual Finance (Pty) Ltd is seeking a customer-focused professional to provide product advice to a defined market. You will handle inquiries, maintain CRM data, and support business development efforts through routine activities and prospecting.

The role emphasizes exceptional customer service, compliance with standards, and proactive engagement to identify sales opportunities, building relationships and resolving issues efficiently.