Durban Financial Advisor — Client Solutions & Growth

Old Mutual Limited; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Durban seeks a Financial Consultant to provide advice on a range of products to a defined market and to achieve sales results through proactive customer engagement.

You will handle customer inquiries, maintain CRM data accuracy, and develop relationships with potential clients while following established compliance standards.

This role emphasizes consultative selling, data-driven prospecting, and adherence to company procedures to ensure quality service and sales outcomes.

Qualifications

• NQF Level 5 qualification or equivalent.
• Experience in a sales/customer service role is preferable.
• Ability to follow scripts and handle inquiries.

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 various requests for information, referring more complex matters to colleagues.
• 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.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships and provide a first point of contact for resolving queries and complaints.
• Follow a range of mandatory procedures to ensure work meets quality standards and regulatory codes.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Skills

Consultative Selling

Customer Service

Customer Focus

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Education

NQF Level 5 qualification

Tools

CRM Systems

Job description

Old Mutual Limited in Durban seeks a Financial Consultant to provide advice on a range of products to a defined market and to achieve sales results through proactive customer engagement.

You will handle customer inquiries, maintain CRM data accuracy, and develop relationships with potential clients while following established compliance standards.

This role emphasizes consultative selling, data-driven prospecting, and adherence to company procedures to ensure quality service and sales outcomes.