Financial Consultant: Africa Market Advisor

Old Mutual South Africa; Lebowakgomo; Presencial; ZAR 180.000 - 240.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a defined market. You will handle routine inquiries, document client interactions, and support sales efforts by qualifying prospects and building relationships.

The role emphasizes compliance with standards and data accuracy within CRM systems. Responsibilities include visiting clients, following a multistep sales script, and contributing to business development while maintaining quality and

Formación

• NQF Level 4 or Grade 12 or equivalent is required.
• Experience with customer-facing roles and basic sales processes.
• Familiarity with data entry and CRM systems is advantageous.

Responsabilidades

• Provide advice on a range of products to a defined market.
• Handle standard customer inquiries and offer first-line support.
• Perform solutions analysis and ensure compliance with standards.
• Manage visitors and assist with information requests.
• Maintain accurate customer records and follow up actions.
• Interview customers to clarify requirements using a sales script.
• Identify potential customers and develop relationships by calls.
• Follow mandated procedures to meet quality and regulatory codes.
• Support business development tasks and identify sales opportunities.

Conocimientos

Consultative Selling

Customer Service

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Data Management

CRM Understanding

Educación

NQF Level 4 - Grade 12

Descripción del empleo

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a defined market. You will handle routine inquiries, document client interactions, and support sales efforts by qualifying prospects and building relationships.

The role emphasizes compliance with standards and data accuracy within CRM systems. Responsibilities include visiting clients, following a multistep sales script, and contributing to business development while maintaining quality and