Financial Solutions Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); eLukwatini; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a results-driven Professional to handle customer inquiries, manage CRM data, and develop relationships with prospects. You will interview clients, identify needs, and follow established procedures to ensure service quality.

The role emphasizes consultative selling, data accuracy, and timely responses, with focus on regulatory compliance and cross-functional collaboration within the organization.

Qualifications

• Experience in consultative selling and customer relationship management.
• Ability to understand customer requirements and translate into solutions.
• Strong communication and data handling skills.

Responsibilities

• Provide customer service and handle inquiries promptly.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using a multilevel script.
• Develop relationships and prospect new customers.
• Follow mandatory procedures for regulatory compliance.
• Support routine business development tasks and procedures.
• Identify potential customers and sales opportunities.
• Input data into spreadsheets or standard formats.
• Participate in a network of people and ideas inside/outside the company.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a results-driven Professional to handle customer inquiries, manage CRM data, and develop relationships with prospects. You will interview clients, identify needs, and follow established procedures to ensure service quality.

The role emphasizes consultative selling, data accuracy, and timely responses, with focus on regulatory compliance and cross-functional collaboration within the organization.