Consultative Financial Solutions Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Durban is seeking a Customer Service and Sales Support professional. You will handle standard inquiries, assess compliance, and support CRM data accuracy.

You will also engage with prospects, clarify needs, and help develop relationships with customers through follow-up actions and data management. The role emphasizes a customer-focused approach, effective communication, and adherence to procedures to ensure quality and regulatory compliance.

Qualifications

• 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 information requests, referring complex matters to colleagues.

Responsibilities

• Interview the customer following a multilevel sales script to clarify requirements.
• Make calls (telephone or in person) to allocated potential customers to develop relationships.
• Ensure basic customer details in the system are accurate and log follow-up actions.
• Follow procedures to ensure quality standards and adherence to external regulatory codes and internal codes of conduct.
• Identify potential customers by obtaining information, referrals and recommendations.
• Input data into spreadsheets or standard formats and maintain data quality.
• Demonstrate understanding of networking by engaging with internal and external contacts.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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 Life Assurance Company (SA) Ltd (PFA) in Durban is seeking a Customer Service and Sales Support professional. You will handle standard inquiries, assess compliance, and support CRM data accuracy.

You will also engage with prospects, clarify needs, and help develop relationships with customers through follow-up actions and data management. The role emphasizes a customer-focused approach, effective communication, and adherence to procedures to ensure quality and regulatory compliance.