Financial Consultant: Client Advisory & Growth

Old Mutual South Africa; Upington; On-site; ZAR 150,000 - 210,000; Full time

Job summary

Old Mutual South Africa seeks a customer-focused professional to advise on a defined range of products to a specific market and to achieve results through individual effort. You will deliver standard customer service, handle inquiries, manage CRM data, and clarify customer needs through structured conversations.

The role includes prospecting, building relationships, and ensuring compliance with internal and external standards.

Responsibilities

• Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data: Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting: Make calls to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance: Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development: Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Old Mutual South Africa seeks a customer-focused professional to advise on a defined range of products to a specific market and to achieve results through individual effort. You will deliver standard customer service, handle inquiries, manage CRM data, and clarify customer needs through structured conversations.

The role includes prospecting, building relationships, and ensuring compliance with internal and external standards.