Financial Solutions Consultant

Old Mutual Limited

Cape Town

On-site

ZAR 180,000 - 240,000

Full time

5 days ago

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Job summary

Old Mutual Limited invites applications for a role focused on advising a defined market on a range of products. The position emphasizes delivering customer service, data integrity in CRM, and proactive relationship development.

You will assess inquiries, clarify needs, and identify sales opportunities while complying with internal standards and regulatory codes. The role involves visiting clients, data exploration, and routine business development support, with emphasis on accurate

Qualifications

Matriculation certificate required.
Strong customer service and communication skills.
Ability to follow established standards and protocols.

Responsibilities

Provide advice on a range of products to a specific market and achieve results.
Handle standard customer inquiries and carry out routine customer service activities.
Receive visitors and assist with information requests, referring complex matters to colleagues.
Maintain accurate customer details in the CRM system and note follow-up actions.
Interview customers to clarify requirements using a multilevel sales script.
Make calls to allocate potential customers to develop relationships and be the first point of contact for queries and complaints.
Follow mandatory procedures to ensure quality and regulatory compliance.
Support routine business development tasks and follow established procedures.
Identify potential customers by gathering information from existing customers and referrals.
Input data into spreadsheets or standard formats from information provided by others.
Engage with a network of people and ideas to add value across the organisation.