Client-Focused Financial Solutions Consultant

Old Mutual South Africa; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Durban is seeking candidates for a customer service position. The role involves handling inquiries, developing customer relationships, and ensuring operational compliance. Ideal candidates should have a Matriculation Certificate and strong consultative and customer service skills. This position provides an opportunity to engage with diverse clients and contribute to seamless operations. Applications are invited until December 22, 2025, in line with the company’s Employment Equity Plan.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure that basic customer details held in the system are accurate.
• Interview the customer to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure compliance with quality standards.
• Carry out routine business development support tasks.
• Identify potential customers and gather referrals from existing customers.
• Select and input appropriate data into standard formats.
• Demonstrate understanding of networking value.

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

Education

Matriculation Certificate (Matric)

Job description

A leading financial services company in Durban is seeking candidates for a customer service position. The role involves handling inquiries, developing customer relationships, and ensuring operational compliance. Ideal candidates should have a Matriculation Certificate and strong consultative and customer service skills. This position provides an opportunity to engage with diverse clients and contribute to seamless operations. Applications are invited until December 22, 2025, in line with the company’s Employment Equity Plan.