Financial Consultant – Client Advisory & Growth

Old Mutual; Hazyview; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Hazyview seeks a motivated individual to provide product advice and develop customer relationships. You will manage inquiries, ensure accurate customer information, and identify sales opportunities. A Matriculation Certificate is required. The role emphasizes consultative selling and customer service within a framework that promotes regulatory compliance. Ready to join a dynamic team that writes Africa's story? Apply before 11 January 2026.

Responsibilities

• Provide advice on products to allocated market and achieve results.
• Carry out customer service activities and handle inquiries.
• Assess compliance with standards for routine inquiries.
• Assist visitors with requests for information.
• Ensure accuracy of customer details in the system.
• Clarify customer requirements through interviews.
• Develop relationships with potential customers.
• Resolve customer queries and complaints.
• Follow procedures for quality standards and regulations.
• Support business development tasks following procedures.
• Identify potential customers through referrals.
• Input data into spreadsheets or standard formats.
• Participate in networking to enhance professional relationships.

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

Matriculation Certificate (Matric)

Job description

A financial services company in Hazyview seeks a motivated individual to provide product advice and develop customer relationships. You will manage inquiries, ensure accurate customer information, and identify sales opportunities. A Matriculation Certificate is required. The role emphasizes consultative selling and customer service within a framework that promotes regulatory compliance. Ready to join a dynamic team that writes Africa's story? Apply before 11 January 2026.