Consultative Financial Advisor

Old Mutual South Africa; Potchefstroom; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a dedicated customer-focused professional to perform standard service activities, handle inquiries, and maintain CRM data accuracy. The role emphasizes consultative selling, identifying sales opportunities, and building customer relationships across a network.

You will interview customers, clarify requirements, and develop business through routine outbound calls and referrals, while adhering to compliance and quality standards.

Qualifications

• Experience in customer service and handling routine inquiries.
• Ability to update CRM data and notes from follow-up actions.
• Strong consultative selling and identifying sales opportunities.
• Good listening and probing questions to clarify needs.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, refer complex matters.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to potential customers to develop relationships and identify opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development tasks following established procedures.
• Identify potential customers from referrals and information provided.
• Input data into spreadsheets or standard formats.
• Demonstrate networking to build influence across teams.

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a dedicated customer-focused professional to perform standard service activities, handle inquiries, and maintain CRM data accuracy. The role emphasizes consultative selling, identifying sales opportunities, and building customer relationships across a network.

You will interview customers, clarify requirements, and develop business through routine outbound calls and referrals, while adhering to compliance and quality standards.