Financial Solutions Consultant

Old Mutual Limited; Johannesburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited invites applications for an OMF Financial Consultant stationed at Edenvale Greenstone in Johannesburg. The role focuses on providing advice on a range of products to a defined market and achieving results through individual effort.

Responsibilities include customer service, CRM data accuracy, prospecting, and compliance with regulatory standards. The ideal candidate demonstrates consultative selling, strong communication, and relationship-building skills, with education at NQF

Qualifications

• Proven ability to provide customer-focused service and handle inquiries.
• Adherence to established policies and standards in customer interactions.
• Experience with CRM systems and data entry accuracy.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate CRM data and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers through referrals and recommendations.

Skills

Consultative selling

Customer feedback

Customer focus

Customer service

Customer understanding

Evaluating information

Identify customer needs

Identify sales opportunities

Oral communication

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Strengthening relationships

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Limited invites applications for an OMF Financial Consultant stationed at Edenvale Greenstone in Johannesburg. The role focuses on providing advice on a range of products to a defined market and achieving results through individual effort.

Responsibilities include customer service, CRM data accuracy, prospecting, and compliance with regulatory standards. The ideal candidate demonstrates consultative selling, strong communication, and relationship-building skills, with education at NQF