Financial consultant (Kwaggafontein)

Old Mutual South Africa; Emfuleni Local Municipality; On-site; ZAR 180 000 - 250 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Customer Service Representative to provide advice on a range of products. The role includes assisting customers with inquiries, managing CRM data, and building customer relationships. Candidates should have consultative selling skills and a minimum education level of NQF Level 4. This position offers a chance to contribute to the team's success and is pivotal in ensuring customer satisfaction.

Qualifications

• NQF Level 4 or equivalent qualification is required.

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 are accurate and note follow-up actions.
• Interview the customer to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow procedures to ensure the required quality standards.
• Identify potential customers by obtaining information and referrals.

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

Education

NQF Level 4 - Grade 12, School leaving Certificate

Job description

Overview

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

12 January 2026, 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.