Africa-Focused Financial Consultant: Consultative Sales Pro

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

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer-focused advisor to provide advice on a defined range of products to a specific market. You will be individually accountable for achieving results through your own efforts and delivering a great customer experience.

In this role you will handle inquiries, update CRM data, qualify sales opportunities, and support business development while following established procedures and compliance standards.

Qualifications

• Matriculation certificate required.
• Strong communication and customer service skills.
• Ability to follow scripts and handle inquiries.

Responsibilities

• Provide customer service and handle simple inquiries.
• Follow established CRM processes and data accuracy.
• Receive visitors and assist with information requests.
• Clarify customer needs using a multi-level sales script.
• Identify potential customers and develop relationships.
• Resolve customer queries and escalate where needed.
• Ensure compliance with procedures and regulatory codes.
• Support business development and routine tasks.
• Create sales opportunities through referrals and outreach.
• Input data into spreadsheets and standard formats.
• Leverage networks to connect ideas and people.

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

Matriculation Certificate (Matric)

Job description

Old Mutual Finance (Pty) Ltd is seeking a customer-focused advisor to provide advice on a defined range of products to a specific market. You will be individually accountable for achieving results through your own efforts and delivering a great customer experience.

In this role you will handle inquiries, update CRM data, qualify sales opportunities, and support business development while following established procedures and compliance standards.