Client-Focused Financial Advisor | Consultative Sales

EdUpStairs; Mbombela (Nelspruit); On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual is seeking an on-site professional with a focus on customer service and consultative selling. The role emphasizes understanding customer needs, handling inquiries, and identifying opportunities to strengthen relationships across multiple regions in South Africa.

The candidate should bring strong communication skills and a customer-first mindset, aligned with Old Mutual's value of opportunity and diversity. NQF Level 5 qualification is required.

Qualifications

• Experience delivering customer oriented service in a target driven environment.
• Ability to translate customer needs into practical service solutions.
• Knowledge of sales processes and customer feedback loops.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Analyze solutions and assess compliance requirements.
• Identify and pursue sales opportunities through consultative selling.

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 is seeking an on-site professional with a focus on customer service and consultative selling. The role emphasizes understanding customer needs, handling inquiries, and identifying opportunities to strengthen relationships across multiple regions in South Africa.

The candidate should bring strong communication skills and a customer-first mindset, aligned with Old Mutual's value of opportunity and diversity. NQF Level 5 qualification is required.