Client-Centric Financial Consultant

Old Mutual Limited; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited is recruiting a Financial Consultant to provide targeted product advice to assigned clients from Atlantis and surrounding areas. The role emphasizes customer service, relationship development, and routine compliance of standards.

Successful candidates will interview customers, clarify needs, and generate opportunities through referrals, with a strong focus on data accuracy in CRM systems and follow-up actions for sales calls.

Qualifications

• Provides advice on a range of products to a specific allocated market.
• Handles standard customer service activities and routine inquiries.
• Interviews customers to clarify requirements.
• Develops relationships through proactive outreach and referrals.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.

Skills

Consultative Selling

Customer Focus

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

CRM Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate

Tools

CRM Software

Sales Software

Job description

Old Mutual Limited is recruiting a Financial Consultant to provide targeted product advice to assigned clients from Atlantis and surrounding areas. The role emphasizes customer service, relationship development, and routine compliance of standards.

Successful candidates will interview customers, clarify needs, and generate opportunities through referrals, with a strong focus on data accuracy in CRM systems and follow-up actions for sales calls.