Financial Solutions Advisor

oldmutual; Cape Town; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual is seeking a customer-focused professional to provide product advice, handle routine inquiries, and manage CRM records in a role centred on customer service and sales development. You will interview customers to clarify needs, identify opportunities, and support cross-functional teams in a regulated environment.

The position emphasizes relationship-building, data accuracy, and adherence to internal codes of conduct, with opportunities to contribute to business development in a dynamic

Qualifications

• NQF level 5 or equivalent required.
• Experience in customer service and sales processes preferred.
• Familiarity with CRM and data entry practices.

Responsibilities

• Provide advice on a range of products to a defined market.
• Handle standard customer inquiries and service tasks.
• Receive visitors and direct to appropriate teams when needed.
• Maintain accurate CRM customer records and follow up on promises.
• Clarify customer needs using scripted interview steps.
• Develop customer relationships and identify sales opportunities.
• Follow mandatory procedures to meet quality and regulatory standards.
• Support business development and routine sales tasks.

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual is seeking a customer-focused professional to provide product advice, handle routine inquiries, and manage CRM records in a role centred on customer service and sales development. You will interview customers to clarify needs, identify opportunities, and support cross-functional teams in a regulated environment.

The position emphasizes relationship-building, data accuracy, and adherence to internal codes of conduct, with opportunities to contribute to business development in a dynamic