Financial Consultant & Client Advisory, Rustenburg

Old Mutual Limited; Rustenburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a Financial Consultant in Rustenburg to provide tailored advice on our product range to a specific market segment. You will engage customers, qualify opportunities, and support relationship development through proactive outreach and disciplined follow-up.

The role emphasizes compliance, data accuracy, and building networks to expand the customer base while delivering high-quality service and insights for customer needs.

Qualifications

• Experience in consultative selling and customer-facing roles.
• Ability to gather and interpret customer needs and translate into opportunities.
• Familiarity with standard sales processes and CRM systems.

Responsibilities

• Provide advice on a range of products to an allocated market.
• Carry out customer service activities and handle inquiries.
• Manage customer data and follow up on promises and sales calls.

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited is seeking a Financial Consultant in Rustenburg to provide tailored advice on our product range to a specific market segment. You will engage customers, qualify opportunities, and support relationship development through proactive outreach and disciplined follow-up.

The role emphasizes compliance, data accuracy, and building networks to expand the customer base while delivering high-quality service and insights for customer needs.