Financial Solutions Consultant

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa in Durban seeks a Sales and Customer Service professional to support CRM data accuracy, develop client relationships, and handle routine inquiries. You will follow a multilevel sales script to clarify customer needs and identify opportunities, while contributing to business development and data management.

You will engage in consultative selling, maintain customer focus, and adhere to regulatory and company standards in a fast-paced environment.

Qualifications

• High School (Grade 12) education required.
• Interview customers following a multilevel sales script to clarify requirements.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships and provide a first point of contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining information, referrals, and recommendations.
• Select data from information and input into spreadsheets or standard formats.
• Demonstrate understanding of networking within a network of people, technologies, and ideas.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Oral Communications

Identifying Customer Needs

Identifying Sales Opportunities

CRM Software

Education

High School (Grade 12)

Tools

CRM Software

Job description

Old Mutual South Africa in Durban seeks a Sales and Customer Service professional to support CRM data accuracy, develop client relationships, and handle routine inquiries. You will follow a multilevel sales script to clarify customer needs and identify opportunities, while contributing to business development and data management.

You will engage in consultative selling, maintain customer focus, and adhere to regulatory and company standards in a fast-paced environment.