Africa Financial Solutions Consultant

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

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a defined market. You will be accountable for achieving results through your own efforts, handling inquiries and maintaining CRM data.

You will also interview customers to clarify needs, develop relationships with prospects, and ensure compliance with process standards in a dynamic sales environment.

Qualifications

• NQF Level 5 qualification or equivalent is required.
• Ability to follow multilevel sales scripts and processes.
• Sound understanding of customer service and CRM basics.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate CRM data and note follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Develop relationships with allocated potential customers.
• Follow mandatory procedures to meet quality and regulatory codes.
• Support routine business development tasks and follow procedures.
• Identify potential customers via referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Demonstrate understanding of networking within and outside the company.
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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 South Africa is seeking a customer-focused professional to provide product advice to a defined market. You will be accountable for achieving results through your own efforts, handling inquiries and maintaining CRM data.

You will also interview customers to clarify needs, develop relationships with prospects, and ensure compliance with process standards in a dynamic sales environment.