Africa-Focused Financial Solutions Consultant

Old Mutual Finance (Pty) Ltd; eLukwatini; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a sales-oriented professional to advise on products to a specified market. You will handle routine customer inquiries, ensure CRM data accuracy, and support business development activities while following compliance standards.

The role emphasizes customer relationship development, identifying sales opportunities, and maintaining high-service quality within a regulated environment.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
• Customer service focus and ability to handle inquiries within compliance standards
• Experience with CRM systems and data entry for customer records preferred

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate customer details and notes in CRM.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to develop relationships with potential customers.
• Resolve customer queries and complaints as the first point of contact.
• Follow mandatory procedures to meet quality and regulatory codes.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers and sales opportunities from referrals and inquiries.
• Extract and input data into spreadsheets or standard formats.

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

National or Occupational Certificate or equivalent

Tools

CRM Software

Spreadsheets

Job description

Old Mutual Finance (Pty) Ltd is seeking a sales-oriented professional to advise on products to a specified market. You will handle routine customer inquiries, ensure CRM data accuracy, and support business development activities while following compliance standards.

The role emphasizes customer relationship development, identifying sales opportunities, and maintaining high-service quality within a regulated environment.