Financial Solutions Advisor

oldmutual; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa in Durban is seeking a client-focused professional to advise on a range of financial products for a defined market. You will be responsible for achieving results through your own efforts and handling inquiries.

Responsibilities include customer service, CRM data accuracy, prospecting, and building relationships while following mandatory procedures to ensure quality and regulatory compliance. Growth opportunities exist within Old Mutual.

Qualifications

• Nat Cert required.
• Experience in customer service and sales preferred.
• Familiarity with company and credit policies.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Maintain accurate CRM data and note follow-up actions and sales notes.

Skills

Sales ability

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal skills

Numeracy

Sales

Education

Nat Cert

Job description

Old Mutual South Africa in Durban is seeking a client-focused professional to advise on a range of financial products for a defined market. You will be responsible for achieving results through your own efforts and handling inquiries.

Responsibilities include customer service, CRM data accuracy, prospecting, and building relationships while following mandatory procedures to ensure quality and regulatory compliance. Growth opportunities exist within Old Mutual.