Consultative Financial Solutions Consultant

Old Mutual South Africa; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Gauteng seeks a Customer Relationship Representative to enhance customer engagement and support business development efforts. The ideal candidate should possess consultative selling skills and relevant qualifications. The role includes responsibilities such as customer service activities, compliance assessment, and data management in CRM systems. Applications are welcome until November 23, 2025.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with requests for information.
• Ensure accurate customer details in the CRM system.
• Interview the customer to clarify their requirements.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures for quality standards.
• Carry out routine business development tasks.
• Identify potential customers from existing customers.
• Input appropriate data into spreadsheets.
• Participate in a networking community.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading financial services provider in Gauteng seeks a Customer Relationship Representative to enhance customer engagement and support business development efforts. The ideal candidate should possess consultative selling skills and relevant qualifications. The role includes responsibilities such as customer service activities, compliance assessment, and data management in CRM systems. Applications are welcome until November 23, 2025.