Financial Consultant (Kwagga Plaza)

Old Mutual; Thembisile Hani Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in South Africa seeks a dedicated Customer Service Advisor to provide advice on products and manage customer relationships. This role involves conducting customer inquiries, developing networks, and ensuring data accuracy. Candidates should possess consultative selling skills and an NQF Level 5 or equivalent qualification. The position offers opportunities for business development and compliance with operational standards, fostering a collaborative team environment.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure that basic customer details held in the system are accurate.
• Interview the customer to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure work meets quality standards.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining information and referrals.
• Select appropriate data from information and input it into spreadsheets.

Skills

Consultative Selling

Customer Service

Oral Communications

Identifying Sales Opportunities

Customer Feedback Management

Probing Questions

Strengthening Customer Relationships

Education

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

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service

  Carry out standard customer service activities and handle simple customer inquiries.

• Solutions Analysis

  Assess compliance with established standards and protocols for routine inquiries.

• Receiving Visitors

  Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

• Customer Relationship Management (CRM) Data

  Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

• Customer Needs Clarification

  Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

• Customer Relationship Development / Prospecting

  Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

• Operational Compliance

  Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

• Business Development

  Carry out routine business development support tasks and assist others by following established procedures.

• Sales Opportunities Creation

  Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

• Data Exploration

  Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

• Network of Influence

  Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, 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

Competencies

Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity

Education

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

Closing Date

30 December 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!