Financial Solutions Advisor

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in Cape Town invites applications for a role focusing on customer service, sales support and relationship management within a compliant framework. The position involves handling inquiries, data accuracy in CRM, and developing new opportunities with allocated customers.

Responsibilities include following standard procedures, performance against set targets, and collaborating with colleagues to deliver financial solutions.

Qualifications

• Customer service experience and ability to handle inquiries.
• Strong CRM/data accuracy and follow-up actions.
• Ability to identify and develop relationships with allocated customers.

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 information requests, referring complex matters to colleagues.
• Ensure basic customer details in the system are accurate and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving queries and complaints.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers via referrals and recommendations.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value by participating in a network of people, technologies, and ideas.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Job description

Old Mutual Finance (Pty) Ltd in Cape Town invites applications for a role focusing on customer service, sales support and relationship management within a compliant framework. The position involves handling inquiries, data accuracy in CRM, and developing new opportunities with allocated customers.

Responsibilities include following standard procedures, performance against set targets, and collaborating with colleagues to deliver financial solutions.