Financial Solutions Consultant

Old Mutual; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking a dedicated individual to provide product advice and maintain excellent customer service. The role requires managing customer relationships, ensuring compliance, and supporting business development. Applicants should have a Grade 12 certificate or equivalent. This position offers the opportunity to grow in a dynamic environment and engage with a diverse customer base. Closing date for applications is January 12, 2026.

Qualifications

• Must have NQF Level 4 or equivalent education.
• Ability to engage with customers effectively.
• Experience in a customer service role preferred.

Responsibilities

• Provide advice on products to an allocated market.
• Handle customer inquiries and service activities.
• Assist in data management and customer details accuracy.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Customer Needs

Sales Data Management

Oral Communications

Education

NQF Level 4 - Grade 12

Job description

A leading financial services provider is seeking a dedicated individual to provide product advice and maintain excellent customer service. The role requires managing customer relationships, ensuring compliance, and supporting business development. Applicants should have a Grade 12 certificate or equivalent. This position offers the opportunity to grow in a dynamic environment and engage with a diverse customer base. Closing date for applications is January 12, 2026.