Consultative Financial Solutions Advisor

Old Mutual Limited; Benoni; On-site; ZAR 260,000 - 480,000; Full time

Job summary

Old Mutual Limited is seeking a customer-focused professional in Benoni to provide product advice, handle inquiries, and develop customer relationships. You will manage CRM data, qualify prospects, and drive sales opportunities through routine outreach and structured sales scripts.

The role emphasizes compliance with standards, data accuracy, and proactive customer interaction within a supportive team environment.

Qualifications

• Interview customers to clarify requirements and provide product recommendations.
• Follow standard procedures to ensure data integrity in CRM systems.
• Conduct follow-up actions and document outcomes after each sales call.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with requests for information, referring complex matters to colleagues.
• Ensure customer details in the system are accurate and notes of follow-up actions are recorded.
• Identify potential customers by referrals and recommendations from existing customers.
• Communicate effectively to resolve customer queries and complaints.

Skills

Consultative Selling

CRM Data

Customer Service

Customer Understanding

Qualifying Prospects

Sales Opportunities

Oral Communications

Probing Questions

Sales Software

Strategic Selling

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Limited is seeking a customer-focused professional in Benoni to provide product advice, handle inquiries, and develop customer relationships. You will manage CRM data, qualify prospects, and drive sales opportunities through routine outreach and structured sales scripts.

The role emphasizes compliance with standards, data accuracy, and proactive customer interaction within a supportive team environment.