Financial Consultant: Client Advisory & Growth

Old Mutual Limited; Pretoria; Sur place; ZAR 250 000 - 500 000; Plein temps

Résumé du poste

Old Mutual Limited is seeking a Financial Consultant in Hammanskraal to advise clients on a range of products within an allocated market. You will deliver customer service, develop relationships, and identify sales opportunities while maintaining regulatory compliance and internal standards.

The role emphasizes consultative selling, accurate CRM data, and proactive prospecting as you build trust with customers and support business growth in a dynamic environment.

Qualifications

• NQF Level 4 – Grade 12 or equivalent.
• National or Occupational Certificate or equivalent.
• Formal sales training or customer service experience.

Responsabilités

• Provide advice on a range of products to allocated market.
• Carry out standard customer service activities and handle inquiries.
• Identify sales opportunities and develop relationships with potential customers.
• Ensure compliance with regulatory codes and internal conduct.

Connaissances

Consultative Selling

Customer Service

Probing Questions

Qualifying Prospects

Sales Opportunities

Relationship Building

Oral Communications

Customer Understanding

Sales Data Management

Sales Software

Strategic Selling

Formation

Grade 12 / NQF4

Outils

CRM Software

Description du poste

Old Mutual Limited is seeking a Financial Consultant in Hammanskraal to advise clients on a range of products within an allocated market. You will deliver customer service, develop relationships, and identify sales opportunities while maintaining regulatory compliance and internal standards.

The role emphasizes consultative selling, accurate CRM data, and proactive prospecting as you build trust with customers and support business growth in a dynamic environment.