Consultative Financial Advisor — Africa

Old Mutual Finance (Pty) Ltd; Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide advice on a range of products to a designated market. You will handle inquiries, manage CRM data, and identify sales opportunities while building strong customer relationships.

The role emphasizes compliance with standards and the ability to develop relationships with allocated clients through proactive outreach and structured processes.

Qualifications

• Customer-facing role requiring strong communication and service orientation.
• Ability to follow compliance standards and process guidelines.
• Experience using CRM systems and data entry conventions.

Responsibilities

• Deliver customer service and handle routine inquiries.
• Assess compliance with standards for routine inquiries.
• Greet visitors and manage information requests; escalate complex issues.

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 Relationships

Education

High School (Grade 12)

Job description

Old Mutual South Africa is seeking a customer-focused professional to provide advice on a range of products to a designated market. You will handle inquiries, manage CRM data, and identify sales opportunities while building strong customer relationships.

The role emphasizes compliance with standards and the ability to develop relationships with allocated clients through proactive outreach and structured processes.