Financial Solutions Consultant

Old Mutual; Louis Trichardt; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in South Africa is seeking candidates for a customer service role, focused on providing product advice, ensuring compliance, and developing client relationships. The ideal candidate will have consultative selling experience and skills in customer feedback management. Responsibilities include handling inquiries, maintaining customer data, and identifying sales opportunities. A Grade 12 certificate is required. This role offers a chance to thrive in a vibrant workplace culture and contribute to the company ethos.

Responsibilities

• Provide advice on a specific range of products to allocated market.
• Carry out standard customer service activities.
• Assess compliance for routine inquiries.
• Receive visitors and assist with requests.
• Ensure accurate basic customer details in the system.
• Interview customers to clarify their requirements.
• Make calls to develop relationships with potential customers.
• Follow mandatory procedures for quality standards.
• Perform routine business development support tasks.
• Identify potential customers from existing referrals.
• Select and input data into spreadsheets.
• Participate in networking opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, School Leaving Certificate

Job description

A financial services firm in South Africa is seeking candidates for a customer service role, focused on providing product advice, ensuring compliance, and developing client relationships. The ideal candidate will have consultative selling experience and skills in customer feedback management. Responsibilities include handling inquiries, maintaining customer data, and identifying sales opportunities. A Grade 12 certificate is required. This role offers a chance to thrive in a vibrant workplace culture and contribute to the company ethos.