Financial Solutions Consultant

Old Mutual Finance (Pty) Ltd; Lebowakgomo; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa is seeking a results-oriented adviser to provide product recommendations to a defined market. You will be accountable for achieving targets through your own efforts and using established sales scripts.

You will handle customer inquiries, maintain accurate CRM data, clarify needs, and pursue opportunities while ensuring compliance with procedures and codes of conduct.

Qualifications

• NQF Level 4 - Grade 12 is required.
• Experience in customer service or sales is preferred.
• Strong communication and data-entry abilities.

Responsibilities

• Provide advice on a specific range of products to a defined market.
• Handle customer inquiries and maintain accurate CRM data.
• Develop relationships with potential customers and identify sales opportunities.
• Ensure compliance with corporate procedures and regulatory codes.
• Support business development activities with standard processes.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Customer Understanding

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Finance (Pty) Ltd in South Africa is seeking a results-oriented adviser to provide product recommendations to a defined market. You will be accountable for achieving targets through your own efforts and using established sales scripts.

You will handle customer inquiries, maintain accurate CRM data, clarify needs, and pursue opportunities while ensuring compliance with procedures and codes of conduct.