Financial Solutions Consultant

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

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a specific market and achieve results through individual effort. The role involves handling inquiries, maintaining CRM data, and developing customer relationships through calls and visits.

The position emphasizes clear communication, compliance with standards, and identifying sales opportunities within a designated market segment.

Qualifications

• Matric required for consideration.
• Experience in customer service and sales support is advantageous.
• Ability to interview customers and clarify requirements.

Responsibilities

• Provide advice on a range of products to an allocated market.
• Handle standard customer inquiries and maintain CRM data.
• Refer complex matters to colleagues as needed.
• Develop and manage customer relationships and prospecting calls.
• Ensure compliance with standards and internal codes of conduct.
• Identify sales opportunities through networking and referrals.
• Input data into standard formats and tools.

Skills

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Qualifying Prospects

Sales Data Management

Strategic Selling

Building Relationships

Education

Matriculation Certificate

Tools

Sales Software

Job description

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a specific market and achieve results through individual effort. The role involves handling inquiries, maintaining CRM data, and developing customer relationships through calls and visits.

The position emphasizes clear communication, compliance with standards, and identifying sales opportunities within a designated market segment.