Client-Centric Financial Solutions Consultant

oldmutual; Potchefstroom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a candidate for a customer-facing sales role in Potchefstroom. You will provide product advice to a defined market, handle inquiries, and maintain CRM data while building strong customer relationships.

The role focuses on identifying sales opportunities and ensuring compliance with internal and regulatory standards. A relevant qualification at NQF Level 5 is required, with strong communication and customer focus expected.

Qualifications

• NQF Level 5 or equivalent qualification.
• Experience in customer service or sales is preferred.
• Ability to interview customers and clarify requirements.

Responsibilities

• Provide advice on a range of products to a defined market.
• Deliver excellent customer service and handle inquiries.
• Maintain accurate CRM data and follow up on actions.
• Develop customer relationships to identify sales opportunities.
• Comply with internal and regulatory standards.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Customer Understanding

Oral Communications

Qualifying Prospects

Education

NQF Level 5 or higher

Job description

Old Mutual South Africa is seeking a candidate for a customer-facing sales role in Potchefstroom. You will provide product advice to a defined market, handle inquiries, and maintain CRM data while building strong customer relationships.

The role focuses on identifying sales opportunities and ensuring compliance with internal and regulatory standards. A relevant qualification at NQF Level 5 is required, with strong communication and customer focus expected.