Financial Consultant: Consultative Sales & CRM Expert

Old Mutual; Malamulele; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is looking for an individual to handle customer inquiries and provide solutions while building relationships with potential clients. This role requires consultative selling skills and strong customer service abilities. Candidates should have a Grade 12 education or equivalent. Responsibilities include customer relationship management, compliance with operational standards, and supporting business development efforts.

Qualifications

• Must achieve results through individual efforts.
• Follow a multilevel sales script to clarify customer requirements.
• Ensure customer details are accurate in the system.

Responsibilities

• Carry out standard customer service activities.
• Make calls to allocated customers to develop relationships.
• Identify potential customers through networking.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Evaluating Information

Identifying Customer Needs

Oral Communications

Sales Data Management

Strategic Selling

Education

NQF Level 4 - Grade 12 or equivalent

Job description

A leading financial services provider in South Africa is looking for an individual to handle customer inquiries and provide solutions while building relationships with potential clients. This role requires consultative selling skills and strong customer service abilities. Candidates should have a Grade 12 education or equivalent. Responsibilities include customer relationship management, compliance with operational standards, and supporting business development efforts.