Financial Solutions Advisor – Consultative Sales

Old Mutual South Africa; Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused advisor to provide guidance on a range of products to a defined market. You will be accountable for achieving results through your own efforts and will handle inquiries with a view to building lasting relationships.

The role emphasizes consultative selling, data maintenance in the CRM, and identifying new sales opportunities through effective customer engagement.

Qualifications

• NQF Level 4 or higher and relevant certification is required.
• Strong communication and problem-solving abilities are essential.
• Experience in customer-facing roles is advantageous.

Responsibilities

• Provide customer service and handle routine inquiries.
• Interview customers to clarify needs and identify sales opportunities.
• Develop customer relationships and support business development.
• Ensure data accuracy in CRM and input follow-up actions.

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 4 - Grade 12

School leaving Certificate

National or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a customer-focused advisor to provide guidance on a range of products to a defined market. You will be accountable for achieving results through your own efforts and will handle inquiries with a view to building lasting relationships.

The role emphasizes consultative selling, data maintenance in the CRM, and identifying new sales opportunities through effective customer engagement.