Financial Solutions Consultant

Old Mutual South Africa; Gqeberha; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Gqeberha is looking for a Customer Consultant to provide product advice and develop customer relationships. Responsibilities include customer service, needs assessment, and business development. The ideal candidate will have a Grade 12 qualification and skills in consultative selling and customer feedback management. Join our team to help customers with their financial needs while ensuring compliance and operational excellence.

Qualifications

• Grade 12 or equivalent education required.
• Experience in customer relationship management.

Responsibilities

• Provide advice on products to allocated markets.
• Carry out standard customer service activities.
• Assess compliance with established standards.
• Interview customers to clarify requirements.
• Develop customer relationships through networking.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Oral Communications

Sales Data Management

Identifying Sales Opportunities

Education

NQF Level 4 - Grade 12

Job description

A leading financial services provider in Gqeberha is looking for a Customer Consultant to provide product advice and develop customer relationships. Responsibilities include customer service, needs assessment, and business development. The ideal candidate will have a Grade 12 qualification and skills in consultative selling and customer feedback management. Join our team to help customers with their financial needs while ensuring compliance and operational excellence.