Consultative Financial Advisor

Old Mutual Finance (Pty) Ltd; Kempton Park; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Old Mutual South Africa is seeking a diligent Sales Consultant to advise on a range of financial products to a defined market and drive results through individual effort.

Responsibilities include delivering customer service, handling inquiries, clarifying needs, and developing relationships with potential clients. You will ensure CRM data integrity and input information into standard formats while following compliance standards.

Qualifications

• NQF Level 4/Grade 12 or equivalent required.
• Experience in customer service and sales support is desirable.
• Ability to follow established sales scripts and process flows.

Responsibilities

• Provide customer service and handle inquiries.
• Perform CRM data checks and log follow-up actions.
• Clarify customer needs using a multi-level sales script.
• Develop relationships with allocated potential customers.
• Identify and communicate sales opportunities to the team.
• Input data from information provided into spreadsheets or standard formats.

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

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking a diligent Sales Consultant to advise on a range of financial products to a defined market and drive results through individual effort.

Responsibilities include delivering customer service, handling inquiries, clarifying needs, and developing relationships with potential clients. You will ensure CRM data integrity and input information into standard formats while following compliance standards.