Africa-Focused Financial Solutions Consultant

Old Mutual Limited; Greytown; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual Limited in KwaZulu-Natal seeks a proactive Customer Service and Sales Support professional to advise clients on a range of products and manage inquiries. You will maintain CRM data and follow a multilevel sales script to clarify customer needs.

The role focuses on building customer relationships, identifying sales opportunities, and ensuring compliance with internal procedures. Required education includes an NQF Level 5 certificate; closing date is 21 October 2026.

Qualifications

• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure compliance with quality standards and external/regulatory codes.
• Input customer data into spreadsheets and maintain CRM records.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and achieve results through individual effort.
• Carry out standard customer service activities and handle simple inquiries.
• Identify potential customers by referrals and recommendations from existing customers.
• Carry out routine business development support tasks following established procedures.
• Identify sales opportunities by contacting customers and responding to inquiries.

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited in KwaZulu-Natal seeks a proactive Customer Service and Sales Support professional to advise clients on a range of products and manage inquiries. You will maintain CRM data and follow a multilevel sales script to clarify customer needs.

The role focuses on building customer relationships, identifying sales opportunities, and ensuring compliance with internal procedures. Required education includes an NQF Level 5 certificate; closing date is 21 October 2026.