Client-Focused Financial Consultant & Advisor

oldmutual; Noord-Kaap; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-facing professional to provide product advice and service to an allocated market. You will handle routine inquiries, maintain CRM data accuracy, and develop relationships with potential customers as a first point of contact for queries and complaints.

The role emphasizes compliance with internal and external standards, along with routine business development support and following established procedures.

Qualifications

• Nat Cert is required for the role.
• Experience handling customer data and CRM basics is preferred.
• Ability to follow company policies and credit controls.

Responsibilities

• Provide customer service and handle straightforward inquiries.
• Assess compliance with standards for routine questions.
• Receive visitors and direct to appropriate information.
• Update basic customer details in the CRM and log follow-up actions.
• Clarify customer requirements using a multilevel sales script.
• Develop relationships with allocated potential customers and act as first point of contact for queries.

Skills

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Sales

Digital Savvy

Education

National Certification (Nat Cert)

Job description

Old Mutual South Africa is seeking a customer-facing professional to provide product advice and service to an allocated market. You will handle routine inquiries, maintain CRM data accuracy, and develop relationships with potential customers as a first point of contact for queries and complaints.

The role emphasizes compliance with internal and external standards, along with routine business development support and following established procedures.