Africa-Focused Financial Solutions Advisor

Old Mutual South Africa; Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused representative in Pretoria to provide product advice, handle inquiries, and develop client relationships. You will collect and update CRM data, clarify customer needs, and identify sales opportunities while adhering to company procedures.

Ideal candidates will demonstrate strong communication, problem solving, and a proactive approach to business development within a standards-driven environment.

Qualifications

• Minimum education as stated: NQF Level 4 or equivalent required.
• Experience in customer service and sales support is advantageous.

Responsibilities

• Provide customer service for a specific range of products to a defined market.
• Handle routine inquiries and maintain accurate CRM data and notes of follow-up actions.
• Interview customers to clarify requirements and identify sales opportunities.
• Develop relationships with allocated potential customers through calls or meetings.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.

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 South Africa is seeking a customer-focused representative in Pretoria to provide product advice, handle inquiries, and develop client relationships. You will collect and update CRM data, clarify customer needs, and identify sales opportunities while adhering to company procedures.

Ideal candidates will demonstrate strong communication, problem solving, and a proactive approach to business development within a standards-driven environment.