Africa-Focused Financial Solutions Consultant

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa seeks a driven professional to advise on a range of products to a allocated market and drive results through personal effort.

You will handle standard customer service activities, assess compliance, and maintain CRM data with accurate notes on follow-ups and actions from sales calls. The role emphasizes customer needs discovery, relationship development, and compliant operations.

Qualifications

• NQF Level 4 or Grade 12 is required.
• National/Occupational Certificate or equivalent is required.
• Experience in customer service or sales environment is beneficial.

Responsibilities

• Provide advice on a range of products to a specific market and achieve results.
• Carry out standard customer service activities and handle simple inquiries.
• Interview customers following a multilevel sales script to clarify requirements.

Skills

Consultative Selling

Customer Service

CRM Data Management

Interviewing Needs Clarification

Probing Questions

Oral Communications

Identifying Customer Needs

Identifying Sales Opportunities

Networking

Sales Opportunities Creation

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Tools

Sales Software

Job description

Old Mutual South Africa seeks a driven professional to advise on a range of products to a allocated market and drive results through personal effort.

You will handle standard customer service activities, assess compliance, and maintain CRM data with accurate notes on follow-ups and actions from sales calls. The role emphasizes customer needs discovery, relationship development, and compliant operations.