Financial Solutions Consultant

EdUpStairs; Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The company seeks to strengthen its customer service and relationship management capabilities through structured processes and compliant operations across its client base in South Africa.

The role involves handling inquiries, maintaining CRM data quality, and contributing to business development while ensuring adherence to standards. The closing date for applications is 15 November 2026.

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 various requests for information, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The company seeks to strengthen its customer service and relationship management capabilities through structured processes and compliant operations across its client base in South Africa.

The role involves handling inquiries, maintaining CRM data quality, and contributing to business development while ensuring adherence to standards. The closing date for applications is 15 November 2026.