Africa-Focused Financial Consultant

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

Job summary

Old Mutual Limited in South Africa is seeking a customer service and sales oriented professional to deliver product guidance to a designated market. You will handle inquiries, qualify needs, and build relationships through proactive outreach.

Responsibilities include CRM data accuracy, following compliance procedures, and identifying new opportunities. The role requires strong communication, a proactive mindset, and the ability to work with sales scripts to close deals.

Qualifications

• Experience in consultative selling and customer relations.
• Ability to collect and input customer data accurately.
• Good communication and networking skills.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure customer details are accurate in CRM and notes of follow-ups.
• Interview customers to clarify requirements using a multilevel script.
• Identify potential customers and develop relationships via calls.
• Follow mandatory procedures to meet quality or regulatory codes.
• Identify sales opportunities and input data into spreadsheets.

Skills

Consultative Selling

Customer Service

Sales Data Management

Probing Questions

Education

Grade 12 / NQF Level 4

Tools

Sales Software

Job description

Old Mutual Limited in South Africa is seeking a customer service and sales oriented professional to deliver product guidance to a designated market. You will handle inquiries, qualify needs, and build relationships through proactive outreach.

Responsibilities include CRM data accuracy, following compliance procedures, and identifying new opportunities. The role requires strong communication, a proactive mindset, and the ability to work with sales scripts to close deals.