Consultative Financial Advisor

Old Mutual Limited; East London; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a Client Advisor to provide product guidance to a defined market and drive results through individual effort. You will handle inquiries, build relationships, and support business development while ensuring compliance with standards.

The role emphasizes customer service, needs clarification, and proactive prospecting within a dynamic sales environment. Applicants should possess strong communication and data-management skills.

Qualifications

• Experience in consultative selling and handling customer inquiries.
• Ability to assess customer needs and match products accordingly.
• Strong communication and relationship-building skills.

Responsibilities

• Provide advice on a range of products to a defined market.
• Handle standard customer inquiries and refer complex matters to colleagues.
• Maintain accurate customer data in the CRM and log follow-up actions.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Job description

Old Mutual Limited in South Africa is seeking a Client Advisor to provide product guidance to a defined market and drive results through individual effort. You will handle inquiries, build relationships, and support business development while ensuring compliance with standards.

The role emphasizes customer service, needs clarification, and proactive prospecting within a dynamic sales environment. Applicants should possess strong communication and data-management skills.