Africa Financial Solutions Consultant

Old Mutual Finance (Pty) Ltd; Vanderbijlpark; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual is recruiting for a Customer Adviser role in South Africa. You will provide product advice to a defined market, handle inquiries, and ensure data and compliance standards are met. The role involves building relationships with customers via calls or in-person interactions and following established sales scripts.

The position emphasizes customer understanding, identifying sales opportunities, and maintaining accurate CRM data while supporting business development tasks.

Qualifications

• Provides advice on a range of products to a specific market.
• Carries out standard customer service activities and handles simple inquiries.
• Assesses compliance with established standards and protocols for routine inquiries.
• Receives visitors and assists with information requests, referring complex matters to colleagues.

Responsibilities

• Interviews customers to clarify requirements using a multilevel sales script.
• Makes calls to allocated potential customers to develop relationships.
• Follows mandatory procedures to ensure quality standards and regulatory codes.
• Carries out routine business development tasks.
• Identifies potential customers by obtaining information and referrals.
• Inputs data into spreadsheets or standard formats.
• Demonstrates understanding of networking value within a corporate network.

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 is recruiting for a Customer Adviser role in South Africa. You will provide product advice to a defined market, handle inquiries, and ensure data and compliance standards are met. The role involves building relationships with customers via calls or in-person interactions and following established sales scripts.

The position emphasizes customer understanding, identifying sales opportunities, and maintaining accurate CRM data while supporting business development tasks.