Financial Consultant - Pipeline Growth (Zululand)

Old Mutual; Ulundi; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm based in KwaZulu-Natal, Ulundi is seeking individuals for a sales role focused on customer service and relationship development. Candidates should possess a Matriculation Certificate and demonstrate consultative selling skills along with a customer-centered approach. This role involves providing product advice, managing customer interactions, and adhering to regulatory standards. The closing date for applications is 30 January 2026.

Responsibilities

• Provide advice on products and achieve personal results.
• Carry out standard customer service activities.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with requests for information.
• Ensure customer data accuracy in CRM systems.
• Clarify customer requirements through interviews.
• Develop relationships with allocated potential customers.
• Follow mandatory procedures for quality standards.
• Assist with routine business development tasks.
• Identify potential customers through information and referrals.
• Input selected data into spreadsheets.
• Participate in networking for business value.

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

Matriculation Certificate (Matric)

Job description

A financial services firm based in KwaZulu-Natal, Ulundi is seeking individuals for a sales role focused on customer service and relationship development. Candidates should possess a Matriculation Certificate and demonstrate consultative selling skills along with a customer-centered approach. This role involves providing product advice, managing customer interactions, and adhering to regulatory standards. The closing date for applications is 30 January 2026.