Consultative Financial Solutions Advisor

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer service and sales professional to advise a specific market on a range of products, and to meet individual targets through proactive engagement.

You will handle inquiries, maintain CRM data, clarify customer needs, develop relationships, and ensure compliance with procedures while supporting business development. The role requires strong communication, problem-solving, and a team-oriented mindset.

Qualifications

• Experience in customer service and sales environments.
• Ability to follow multilevel sales scripts and handle inquiries.
• Proficiency with CRM data entry and follow-up actions.

Responsibilities

• Provide advice on a range of products to the allocated market.
• Carry out standard customer service activities and handle inquiries.
• Refer more complex matters to colleagues as needed.
• Maintain accurate customer details in CRM and document follow-up actions.
• Clarify customer needs through interviews and scripting.
• Develop relationships with allocated potential customers.

Skills

Consultative Selling

Customer Service

Customer Feedback Management

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Relationship Building

Education

High School (Grade 12)

Job description

Old Mutual Finance (Pty) Ltd is seeking a customer service and sales professional to advise a specific market on a range of products, and to meet individual targets through proactive engagement.

You will handle inquiries, maintain CRM data, clarify customer needs, develop relationships, and ensure compliance with procedures while supporting business development. The role requires strong communication, problem-solving, and a team-oriented mindset.