Financial Consultant: Grow through Consultative Selling (Polokwane)

Old Mutual Limited; Polokwane; In loco; ZAR 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

Old Mutual Limited is seeking a Financial Consultant in Polokwane Devenish to deliver insured and investment product guidance to a targeted client base. You will build relationships, qualify prospects, and convert opportunities through disciplined consultative selling.

The role emphasizes customer service, needs clarification, and effective use of sales scripts to close simple deals while maintaining regulatory compliance and accurate CRM data.

Competenze

• Proven experience in consultative selling and meeting sales targets.
• Strong communication and active listening skills to identify customer needs.
• Ability to handle inquiries and resolve issues promptly.
• Comfort with CRM data entry and follow-up activities.
• Knowledge of sales processes and pipeline management.

Mansioni

• Carry out standard customer service activities and handle inquiries.
• Develop relationships with allocated potential customers to establish first contact.
• Follow established procedures to ensure quality and regulatory compliance.
• Maintain accurate customer details in the system and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Generate sales opportunities through prospecting and referrals.
• Perform routine business development tasks and support colleagues.
• Input data into spreadsheets or standard formats from information provided.

Conoscenze

Consultative Selling

Customer Feedback Management

Customer Focus

Oral Communications

Identifying Customer Needs

Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Strengthening Customer Relationships

Formazione

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

Strumenti

Sales Software

Descrizione del lavoro

Old Mutual Limited is seeking a Financial Consultant in Polokwane Devenish to deliver insured and investment product guidance to a targeted client base. You will build relationships, qualify prospects, and convert opportunities through disciplined consultative selling.

The role emphasizes customer service, needs clarification, and effective use of sales scripts to close simple deals while maintaining regulatory compliance and accurate CRM data.