Africa-Focused Financial Solutions Consultant

Old Mutual Limited; Kathu; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Limited is seeking a results-driven professional in South Africa to provide guidance on a defined range of products to a targeted market. The role emphasizes customer service, data accuracy in CRM, and developing lasting client relationships.

You will interview customers to clarify needs, generate sales opportunities, and support business development while ensuring compliance with standards and procedures. A strong communication and networking aptitude is essential for success.

Qualifications

• Experience in customer-facing sales and service roles preferred.
• Familiarity with sales scripts and CRM data entry.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Ensure customer details in the CRM are accurate and follow up on promised actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or visits to potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support routine business development tasks and follow established procedures.
• Identify potential customers by referrals and recommendations from existing customers.
• Select data from information provided and input into standard formats in spreadsheets.
• Demonstrate understanding of networking value within and outside the company.

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited is seeking a results-driven professional in South Africa to provide guidance on a defined range of products to a targeted market. The role emphasizes customer service, data accuracy in CRM, and developing lasting client relationships.

You will interview customers to clarify needs, generate sales opportunities, and support business development while ensuring compliance with standards and procedures. A strong communication and networking aptitude is essential for success.