Financial Services Consultant - Consultative Sales & Growth

Old Mutual Limited; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual Limited in Parow, Cape Town is seeking a Financial Consultant to provide product guidance to a defined market. You will build customer relationships, handle inquiries, and ensure data accuracy in our CRM while following compliance procedures.

The role emphasizes consultative selling, prospecting, and creating sales opportunities. A customer-focused approach and experience with sales software are desirable, with a readiness to work on-site in Cape Town.

Qualifications

• Experience in consultative selling and customer-focused service.
• Ability to assess customer needs and translate them into solutions.
• Good scoring and data entry practices for CRM and sales systems.
• Strong communication and collaboration with sales and service teams.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate customer data in the CRM and note follow-ups.
• Interview customers to clarify requirements using a sales script.
• Make calls to allocate potential customers and develop relationships.
• Follow mandatory procedures to meet quality and regulatory codes.
• Support routine business development tasks per established procedures.
• Identify potential customers by gathering referrals and recommendations.
• Input data from information providers into standard formats.
• Demonstrate networking value across internal and external stakeholders.

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

Job description

Old Mutual Limited in Parow, Cape Town is seeking a Financial Consultant to provide product guidance to a defined market. You will build customer relationships, handle inquiries, and ensure data accuracy in our CRM while following compliance procedures.

The role emphasizes consultative selling, prospecting, and creating sales opportunities. A customer-focused approach and experience with sales software are desirable, with a readiness to work on-site in Cape Town.