Consultative Financial Advisor

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa in Cape Town is seeking a customer-focused sales and service professional. You will advise on a range of financial products, handle inquiries, and support business development through proactive prospecting.

The role emphasizes CRM data accuracy, follow-up actions, and adherence to compliance standards. Candidates should have an NQF Level 5 qualification and strong communication skills.

Qualifications

• NQF Level 5 or higher qualification required.
• Experience in customer service or sales environment preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Provide advice on a specific range of products to allocated market and are individually accountable for achieving results through their own efforts.
• Carry out standard customer service activities and handle simple customer inquiries.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Skills

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Qualifying Prospects

Sales Data Management

Customer Understanding

Probing Questions

Customer Feedback Management

Strengthening Customer Relationships

Strategic Selling

Evaluating Information

Customer Focus

Sales Software

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa in Cape Town is seeking a customer-focused sales and service professional. You will advise on a range of financial products, handle inquiries, and support business development through proactive prospecting.

The role emphasizes CRM data accuracy, follow-up actions, and adherence to compliance standards. Candidates should have an NQF Level 5 qualification and strong communication skills.