Africa-Focused Financial Consultant

Old Mutual Limited; Rustenburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Rustenburg seeks a customer-focused professional to provide product advice, handle inquiries, and foster relationships with allocated clients. The role emphasizes consultative selling, data accuracy in CRM, and compliance with standards.

You will develop relationships, identify opportunities, and support business development while following established procedures and scripts. The position requires an NQF Level 5 or equivalent and is based on-site in the North West region.

Qualifications

• Interview the customer following a multilevel sales script to clarify requirements.
• Follow a range of mandatory procedures to ensure quality standards and regulatory codes are met.
• Carry out routine business development support tasks and identify potential customers.

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 CRM data is accurate and notes follow-up actions from sales calls.
• Identify potential customers through referrals and recommendations.
• Input data into spreadsheets or standard formats and analyze information as needed.
• Develop relationships with allocated customers and provide first-point contact for queries and complaints.

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

Tools

Sales Software

Job description

Old Mutual Limited in Rustenburg seeks a customer-focused professional to provide product advice, handle inquiries, and foster relationships with allocated clients. The role emphasizes consultative selling, data accuracy in CRM, and compliance with standards.

You will develop relationships, identify opportunities, and support business development while following established procedures and scripts. The position requires an NQF Level 5 or equivalent and is based on-site in the North West region.