Financial Consultant — Consultative Sales & Growth

Old Mutual Limited; Stanger / KwaDukuza; Vor Ort; ZAR 250.000 - 350.000; Vollzeit

Zusammenfassung

Old Mutual Limited in KwaDukuza Mall is seeking a Financial Consultant to provide product advice to a defined market segment, and to drive results through proactive customer engagement.

You will handle inquiries, validate CRM data, interview clients to clarify needs, and develop relationships through calls and in-person interactions. Compliance and data integrity are essential in this role.

Qualifikationen

• Focus on customer service and sales support processes.
• Familiar with CRM data entry and follow-up actions.
• Understanding of compliance and quality standards.

Aufgaben

• 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.
• Ensure CRM data accuracy and note follow-up actions from sales calls.
• Interview customers to clarify needs using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures for regulatory and internal codes.
• Support routine business development tasks and procedures.
• Identify potential customers from referrals and existing relationships.
• Input data into spreadsheets or standard formats.
• Demonstrate networking value within the organization and ecosystem.

Kenntnisse

Consultative selling

Customer feedback

Customer-focused

Analysis of information

Identifying needs

Prospecting

Oral communications

Qualifying prospects

Sales data management

Sales software

Strategic selling

Ausbildung

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Jobbeschreibung

Old Mutual Limited in KwaDukuza Mall is seeking a Financial Consultant to provide product advice to a defined market segment, and to drive results through proactive customer engagement.

You will handle inquiries, validate CRM data, interview clients to clarify needs, and develop relationships through calls and in-person interactions. Compliance and data integrity are essential in this role.