Client-Focused Financial Consultant

oldmutual; Butterworth; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a defined market and contribute to achieving results through personal effort.

You will carry out frontline customer service, manage CRM data, identify sales opportunities, and develop relationships with new prospects while adhering to compliance standards.

This role emphasizes consultative selling, accurate data handling, and strong communication to deliver outstanding service and drive business growth.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
• Experience in customer service and consultative selling is preferred.
• Ability to manage CRM data and maintain accurate records.
• Strong communication and interpersonal skills.

Responsibilities

• Provide advice on a range of products to a defined market and meet sales targets.
• Handle routine customer inquiries and ensure quality service.
• Maintain CRM data accuracy and track follow-up actions.
• Interview customers to clarify requirements and identify needs.
• Develop relationships with allocated potential customers via calls or in-person meetings.
• Follow procedures to comply with regulatory and internal standards.
• Support business development and identify sales opportunities.

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 South Africa is seeking a customer-focused professional to provide product advice to a defined market and contribute to achieving results through personal effort.

You will carry out frontline customer service, manage CRM data, identify sales opportunities, and develop relationships with new prospects while adhering to compliance standards.

This role emphasizes consultative selling, accurate data handling, and strong communication to deliver outstanding service and drive business growth.