Financial Consultant: Client Solutions & Growth

Old Mutual Limited; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Cape Town is seeking a Financial Consultant to provide advice on a defined range of products to a specific market. You will be responsible for customer service, prospecting, and building relationships while adhering to compliance standards.

Key activities include handling inquiries, conducting needs analysis with a structured sales script, and maintaining accurate CRM records for follow-up actions and next steps.

Qualifications

• Interview customers using a multilevel sales script to clarify requirements.
• Identify potential customers by referrals and recommendations from existing customers.
• Ensure accurate customer details in CRM and record follow-up actions.

Responsibilities

• Carry out standard customer service activities and handle routine inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and refer complex matters to colleagues.
• Update CRM data and notes on follow-up actions.

Skills

Consultative Selling

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Oral Communications

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 in Cape Town is seeking a Financial Consultant to provide advice on a defined range of products to a specific market. You will be responsible for customer service, prospecting, and building relationships while adhering to compliance standards.

Key activities include handling inquiries, conducting needs analysis with a structured sales script, and maintaining accurate CRM records for follow-up actions and next steps.