Client-Focused Financial Solutions Consultant

Old Mutual Limited; Kathu; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Kathu seeks a Financial Consultant to advise on a range of products for a defined market and to develop relationships with customers. You will act as the first point of contact, handle inquiries, and guide prospective clients through the sales process while recording follow-up actions in the CRM system.

You will clarify customer needs using a sales script, build networks, and ensure compliance with regulatory and company standards.

Qualifications

• Consultative selling and customer-service skills are essential.
• Ability to follow a multilevel sales script and identify customer needs.
• Strong data management and CRM record-keeping are required.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, escalating complex matters.

Skills

Consultative selling

Customer feedback management

Customer-focused

Customer service

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 or higher

Tools

CRM software

Spreadsheets

Job description

Old Mutual Limited in Kathu seeks a Financial Consultant to advise on a range of products for a defined market and to develop relationships with customers. You will act as the first point of contact, handle inquiries, and guide prospective clients through the sales process while recording follow-up actions in the CRM system.

You will clarify customer needs using a sales script, build networks, and ensure compliance with regulatory and company standards.