Financial Consultant — Client Solutions & Growth

Old Mutual Limited; Polokwane; In loco; ZAR 240.000 - 360.000; Tempo pieno

Descrizione del lavoro

Old Mutual Limited is seeking an enthusiastic Financial Consultant to join our Polokwane team. You will provide tailored financial advice, handle client inquiries, and support CRM data quality while building lasting relationships with allocated customers.

Responsibilities include customer service, prospecting, compliance with regulatory standards, and routine data entry to support sales activities. A local NQF4/Grade 12 qualification is required; on‑the‑job training provided.

Competenze

• NQF Level 4/Grade 12 qualification required.
• Experience in financial services or sales environment preferred.
• Strong communication and relationship-building skills.

Mansioni

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, routing complex matters to colleagues.
• Maintain CRM data accuracy and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers via referrals and existing clients.

Conoscenze

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

Formazione

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Strumenti

CRM

Spreadsheets

Descrizione del lavoro

Old Mutual Limited is seeking an enthusiastic Financial Consultant to join our Polokwane team. You will provide tailored financial advice, handle client inquiries, and support CRM data quality while building lasting relationships with allocated customers.

Responsibilities include customer service, prospecting, compliance with regulatory standards, and routine data entry to support sales activities. A local NQF4/Grade 12 qualification is required; on‑the‑job training provided.