Consultative Financial Consultant — Africa

Old Mutual Limited; eLukwatini; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a Sales and Customer Service professional to advise on a range of financial products to an allocated market and to be accountable for achieving results through individual effort. You will handle inquiries and maintain CRM data while developing customer relationships.

Responsibilities include interviewing customers, identifying sales opportunities, following compliance procedures, and supporting business development tasks within a dynamic team.

Qualifications

• NQF Level 4 or equivalent qualification is required.
• Interview customers using a multilevel sales script to clarify requirements.
• Proven ability to identify sales opportunities and build relationships.

Responsibilities

• Provide advice on a range of products to an allocated market and achieve results through individual effort.
• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate CRM data and note follow-up actions.
• Interview customers to clarify requirements.
• Make calls to develop relationships and be first point of contact for queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Assist with routine business development tasks and follow established procedures.
• Identify potential customers and sales opportunities.
• Input data into spreadsheets or standard formats.
• Engage in networking within and outside the company.

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 or equivalent

Job description

Old Mutual Limited in South Africa seeks a Sales and Customer Service professional to advise on a range of financial products to an allocated market and to be accountable for achieving results through individual effort. You will handle inquiries and maintain CRM data while developing customer relationships.

Responsibilities include interviewing customers, identifying sales opportunities, following compliance procedures, and supporting business development tasks within a dynamic team.