Financial Consultant — Customer-Centric Sales Pro

Old Mutual Limited; Lebowakgomo; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited in Lebowakgomo is seeking a Financial Consultant to advise clients at Apel Bopedi Shopping Centre. You will build relationships, assess customer needs, and present suitable financial solutions while following a multi-step sales script.

This role emphasizes customer service, CRM data accuracy, and compliant sales practices. A Grade 12/NQF4 is required, with consultative selling skills and the ability to work with a diverse allocated market.

Qualifications

• Provides customer service and handles inquiries in a retail financial context.
• Identifies customer needs and opportunities to offer appropriate products.
• Maintains CRM data and tracks follow-up actions from sales conversations.
• Works within compliance standards and established sales protocols.

Responsibilities

• Provide advice on a specific range of products to a defined market segment.
• Carry out standard customer service activities and handle inquiries.
• Refer more complex matters to colleagues as needed.
• Develop customer relationships through proactive outreach and follow-up.

Skills

Consultative Selling

Customer Service

CRM Data Management

Qualifying Prospects

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Networking

Strategic Selling

Customer Relationship

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Job description

Old Mutual Limited in Lebowakgomo is seeking a Financial Consultant to advise clients at Apel Bopedi Shopping Centre. You will build relationships, assess customer needs, and present suitable financial solutions while following a multi-step sales script.

This role emphasizes customer service, CRM data accuracy, and compliant sales practices. A Grade 12/NQF4 is required, with consultative selling skills and the ability to work with a diverse allocated market.