Africa-Focused Financial Solutions Advisor

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

Job summary

Old Mutual South Africa invites applications for a customer-focused sales adviser role in Mpumalanga. You will provide product advice, handle routine inquiries, and ensure accurate CRM records. You will clarify needs using a multilevel sales script and identify opportunities for new business.

As part of the team, you will build relationships, perform data exploration, and adhere to compliance standards while supporting business development activities and routine sales tasks.

Qualifications

• NQF Level 4 or equivalent educational qualification is required.
• Experience in consultative selling and customer service is desirable.
• Ability to follow sales scripts and compliance procedures.

Responsibilities

• Provide advice on a range of products to a specific market and achieve targets.
• Carry out standard customer service activities and handle inquiries.
• Record and update customer details in the CRM system and follow up actions.
• Clarify customer requirements and identify sales opportunities.
• Refer complex matters to colleagues and maintain regulatory compliance.
• Develop relationships with allocated potential customers and respond to queries.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Oral Communications

Sales Data Management

Strategic Selling

Identifying Sales Opportunities

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Job description

Old Mutual South Africa invites applications for a customer-focused sales adviser role in Mpumalanga. You will provide product advice, handle routine inquiries, and ensure accurate CRM records. You will clarify needs using a multilevel sales script and identify opportunities for new business.

As part of the team, you will build relationships, perform data exploration, and adhere to compliance standards while supporting business development activities and routine sales tasks.