Consultative Financial Advisor

EdUpStairs; Kariega; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is recruiting for a Customer Service/Sales Support role in South Africa. The position focuses on advising on a range of products to a defined market, handling inquiries, maintaining CRM data, and identifying sales opportunities.

Ideal candidates hold an NQF Level 4 with Grade 12 or equivalent, possess strong communication and relationship-building skills, and are ready to support business development while adhering to compliance procedures.

Qualifications

• NQF Level 4, Grade 12 or equivalent.

Responsibilities

• Provide advice on a range of products to a defined market.
• Handle standard customer inquiries and give first point of contact.
• Record CRM data accurately and note follow-ups.
• Clarify customer needs using a multilevel sales script.
• Identify new sales opportunities and develop relationships.
• Ensure compliance with procedures and codes.
• Support business development following established processes.
• Receive visitors and refer complex matters to colleagues.
• Input data into spreadsheets in standard formats.
• Build a network of influence within and outside the company.

Skills

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

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 4 - Grade 12

Job description

Old Mutual Limited is recruiting for a Customer Service/Sales Support role in South Africa. The position focuses on advising on a range of products to a defined market, handling inquiries, maintaining CRM data, and identifying sales opportunities.

Ideal candidates hold an NQF Level 4 with Grade 12 or equivalent, possess strong communication and relationship-building skills, and are ready to support business development while adhering to compliance procedures.