Financial Consultant: Customer-Centric Advisory

EdUpStairs; Cape Town; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual is seeking a dedicated professional in Cape Town to provide product advice to a defined market and handle routine customer inquiries. The role involves maintaining CRM data accuracy, following standard procedures, and supporting business development through prospecting and relationship-building.

You will interview customers to clarify needs, identify sales opportunities, and ensure quality standards are met.

Qualifications

• NQF Level 4 or equivalent educational attainment required.
• Experience in consultative selling and customer service is preferred.
• Familiarity with CRM and sales processes is advantageous.

Responsibilities

• Provide advice on products to a defined market and achieve results individually.
• Carry out standard customer service activities and address simple inquiries.
• Receive visitors and assist with information requests, escalating complex matters.
• Maintain accurate CRM data and notes on follow-up actions.
• Interview customers to clarify requirements using a multi-step sales script.
• Identify potential customers and develop relationships for new business.
• Follow procedures to meet quality and regulatory standards.
• Support business development tasks and follow established procedures.
• Create sales opportunities by collecting referrals and recommendations.
• Input data into spreadsheets or standard formats as needed.

Skills

Consultative Selling

Customer Feedback

Customer Focus

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 4 - Grade 12

National or Occupational Certificate or equivalent

Tools

Sales Software

Job description

Old Mutual is seeking a dedicated professional in Cape Town to provide product advice to a defined market and handle routine customer inquiries. The role involves maintaining CRM data accuracy, following standard procedures, and supporting business development through prospecting and relationship-building.

You will interview customers to clarify needs, identify sales opportunities, and ensure quality standards are met.