Financial Solutions Consultant

Old Mutual South Africa; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a sales-oriented professional to provide product advice to a defined market and to perform standard customer service activities. You will handle inquiries, maintain CRM data accuracy, and follow established procedures to ensure quality and compliance.

The role includes developing relationships with potential customers and supporting routine business development tasks. The position emphasizes customer focus, consultative selling, and effective communication,

Qualifications

• NQF Level 5 or higher qualification required.
• Solid understanding of customer needs and market dynamics is essential.
• Ability to follow established procedures and contribute to sales outcomes.

Responsibilities

• Provide advice on a specific range of products to a defined market.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure customer details in the CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and serve as a first point of contact for queries.
• Follow mandatory procedures to meet quality standards and regulatory codes of conduct.
• Support routine business development tasks and assist others by following procedures.
• Identify potential customers by gathering information from existing clients and referrals.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate networking by engaging with a broad network of people and ideas.

Skills

Consultative Selling

Customer Service

Customer Understanding

Qualifying Prospects

Sales Data Management

Probing Questions

Identifying Sales Opportunities

Oral Communications

Customer Focus

Sales Opportunities Creation

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

Sales Software

Job description

Old Mutual South Africa is seeking a sales-oriented professional to provide product advice to a defined market and to perform standard customer service activities. You will handle inquiries, maintain CRM data accuracy, and follow established procedures to ensure quality and compliance.

The role includes developing relationships with potential customers and supporting routine business development tasks. The position emphasizes customer focus, consultative selling, and effective communication,