Financial Solutions Consultant

Old Mutual Limited; Cape Town; On-site; ZAR 167,000 - 279,000; Full time

Job summary

Old Mutual Limited in Cape Town is seeking a sales and customer service professional to advise on a defined range of products to a targeted market. You will be accountable for achieving results through your own efforts and by following a multilevel sales script.

The role focuses on customer service, CRM data accuracy, problem solving, and developing relationships with prospects while ensuring compliance with internal and external standards. High school education required.

Qualifications

• High School (Grade 12) education is required.
• Ability to carry out standard customer service activities and handle inquiries.
• Experience with Customer Relationship Management (CRM) data and notes.

Responsibilities

• Provide customer service and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop relationships with allocated potential customers to create sales opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers and gather referrals from existing customers.
• Input data into spreadsheets or standard formats and maintain data quality.
• Demonstrate understanding of networking value across the company.

Skills

Consultative Selling

Customer Service

CRM Data Management

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Customer Relationships

Education

High School (Grade 12)

Job description

Old Mutual Limited in Cape Town is seeking a sales and customer service professional to advise on a defined range of products to a targeted market. You will be accountable for achieving results through your own efforts and by following a multilevel sales script.

The role focuses on customer service, CRM data accuracy, problem solving, and developing relationships with prospects while ensuring compliance with internal and external standards. High school education required.