Financial Consultant: Africa Growth & Client Solutions

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

Job summary

Old Mutual Limited is seeking a customer-focused professional in Durban to advise on a range of products and manage customer relationships. The role involves handling inquiries, updating CRM data, and developing prospects through outbound calls or visits, while ensuring compliance with internal and external standards.

The ideal candidate will interview customers to clarify requirements, create sales opportunities, and support routine business development tasks.

Qualifications

• Experience in consultative selling and basic CRM data handling.
• Ability to interview customers to clarify requirements using a multilevel script.
• Familiarity with following established procedures to ensure quality and regulatory compliance.

Responsibilities

• Provide advice on a range of products to a defined market and achieve results.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests, referring complex issues to colleagues.
• Ensure customer data in the CRM is accurate and notes are made on follow-ups.
• Interview customers to clarify requirements and develop relationships with prospects.
• Identify potential customers through referrals and outreach.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Support business development and create sales opportunities.
• Input data into spreadsheets or standard formats; analyze data where needed.
• Build and participate in a network of contacts and ideas inside and outside the company.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Networking

Education

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

Tools

Sales Software

Job description

Old Mutual Limited is seeking a customer-focused professional in Durban to advise on a range of products and manage customer relationships. The role involves handling inquiries, updating CRM data, and developing prospects through outbound calls or visits, while ensuring compliance with internal and external standards.

The ideal candidate will interview customers to clarify requirements, create sales opportunities, and support routine business development tasks.