Financial Solutions Consultant

oldmutual; KwaBhaca (Mount Frere); On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide advice on a range of products to a specific market. You will handle inquiries, perform data accuracy tasks in CRM, and identify sales opportunities while developing relationships with allocated clients.

The role involves visiting clients, following a multilevel sales script, and ensuring compliance with internal and external standards. Employment equity plans guide appointments within the designated group.

Qualifications

• High School (Grade 12) required.

Responsibilities

• Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data: Ensure that basic customer details held in the system are accurate, and make notes of follow‑up actions that have been promised.
• Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting: Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance: Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development: Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling

Customer Service

Prospecting

CRM Data

Sales Opportunities

Education

High School (Grade 12)

Job description

Old Mutual South Africa is seeking a customer-focused professional to provide advice on a range of products to a specific market. You will handle inquiries, perform data accuracy tasks in CRM, and identify sales opportunities while developing relationships with allocated clients.

The role involves visiting clients, following a multilevel sales script, and ensuring compliance with internal and external standards. Employment equity plans guide appointments within the designated group.