Financial Solutions Consultant

EdUpStairs; Cape Town; On-site; ZAR 120,000 - 180,000; Part time

Job summary

Old Mutual South Africa is offering a Forklift INTERN internship focused on customer service, data accuracy in CRM, and building client relationships. You will handle inquiries, document follow-ups, and support sales through prospecting and data management.

Applicants will interview customers, clarify needs, and work within compliance standards while developing business relationships and contributing to routine development tasks.

Qualifications

• Proven ability to provide excellent customer service and handle inquiries.
• Familiarity with CRM systems and data entry.
• Ability to follow scripts and document customer interactions.

Responsibilities

• Provide customer service and resolve simple inquiries.
• Assess customer needs using a structured script.
• Receive visitors and direct them to appropriate teams.
• Maintain accurate CRM data and document follow-up actions.
• Develop customer relationships and identify opportunities.
• Follow compliance procedures and quality standards.
• Support business development and sales tasks.
• Identify potential customers through referrals and outreach.
• Input data into standard formats and spreadsheets.
• Engage in networks to support information flow and opportunities.

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 South Africa is offering a Forklift INTERN internship focused on customer service, data accuracy in CRM, and building client relationships. You will handle inquiries, document follow-ups, and support sales through prospecting and data management.

Applicants will interview customers, clarify needs, and work within compliance standards while developing business relationships and contributing to routine development tasks.