Financial Consultant - Build Client Relationships & Growth

Old Mutual Limited; Vanderbijlpark; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Old Mutual Limited in Vanderbijlpark is seeking a Financial Consultant to provide specialist advice on a range of products to a defined market. You will handle customer inquiries, perform CRM data maintenance, and develop relationships through proactive prospecting and first-point contact support.

The role emphasizes compliant practices, structured sales processes, and routine business development activities, with training and career progression in a leading financial services group.

Qualifications

• NQF Level 4 or equivalent required.
• Sales/customer service experience preferred.
• Strong communication and questioning skills.
• Ability to use CRM and data entry effectively.

Responsibilities

• Provide customer service and handle inquiries.
• Assess compliance with standards and protocols for inquiries.
• Receive visitors and direct them appropriately.
• Maintain accurate customer records and follow up on promises.

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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Tools

Sales Software

CRM Software

Job description

Old Mutual Limited in Vanderbijlpark is seeking a Financial Consultant to provide specialist advice on a range of products to a defined market. You will handle customer inquiries, perform CRM data maintenance, and develop relationships through proactive prospecting and first-point contact support.

The role emphasizes compliant practices, structured sales processes, and routine business development activities, with training and career progression in a leading financial services group.