FINANCIAL CONSULTANT

Old Mutual South Africa; Emfuleni Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A South African financial services company is seeking a dedicated customer service representative to join their team. In this role, you will provide advice on products to customers, address inquiries, and ensure compliance with established processes. Ideal candidates should have consultative selling skills and an NQF Level 5 qualification. The closing date for applications is 13 December 2025. Join us and help write Africa's story together!

Responsibilities

• Carry out standard customer service activities and handle customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure accuracy of basic customer details in the system.
• Interview the customer to clarify their requirements.
• Make calls to allocated customers to develop relationships.
• Follow procedures to ensure work quality and compliance.
• Carry out routine business development support tasks.
• Identify potential customers for referrals and recommendations.
• Select appropriate data for input into spreadsheets.
• Demonstrate understanding of networking value.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Education

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

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

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

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

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

Closing Date

13 December 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!