Consultative Financial Solutions Advisor

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

Job summary

Old Mutual seeks a customer-focused professional to advise a defined market on a range of products. You will handle inquiries, verify CRM data, and follow a multilevel sales script to clarify customer needs and develop relationships.

You will act as first contact for queries, ensure compliance with procedures, and support business development and sales opportunities through structured routines.

Qualifications

• Education NQF Level 5 or equivalent required.
• Strong customer service and sales capabilities.
• Ability to follow established sales scripts and processes.

Responsibilities

• Customer Service Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting Make calls (by telephone or in person) to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside 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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual seeks a customer-focused professional to advise a defined market on a range of products. You will handle inquiries, verify CRM data, and follow a multilevel sales script to clarify customer needs and develop relationships.

You will act as first contact for queries, ensure compliance with procedures, and support business development and sales opportunities through structured routines.