Financial Solutions Consultant

Old Mutual Limited; Mokopane; On-site; ZAR 250,000 - 360,000; Full time

Job summary

Old Mutual Limited in Mokopane is seeking a customer-focused advisor who provides product guidance to a defined market and handles routine inquiries with professionalism, accuracy and empathy, contributing to overall client satisfaction.

You will maintain accurate CRM records, develop prospects through calls or meetings, identify sales opportunities, and support the end-to-end customer journey while strictly following regulatory codes and internal procedures.

Qualifications

• NQF Level 4 and Grade 12 or equivalent required.
• Experience in customer-facing sales environments preferred.
• Basic data entry and spreadsheet skills.

Responsibilities

• Provide advice on a range of products to a defined market.
• Handle simple customer inquiries and follow up.
• Record customer details accurately in CRM and note follow-ups.
• Identify potential customers and develop relationships.
• Follow regulatory and internal codes of conduct.

Skills

Consultative Selling

Customer Service

Qualifying Prospects

Sales Data Management

Oral Communications

Probing Questions

Education

NQF Level 4 - Grade 12

Tools

CRM Software

Job description

Old Mutual Limited in Mokopane is seeking a customer-focused advisor who provides product guidance to a defined market and handles routine inquiries with professionalism, accuracy and empathy, contributing to overall client satisfaction.

You will maintain accurate CRM records, develop prospects through calls or meetings, identify sales opportunities, and support the end-to-end customer journey while strictly following regulatory codes and internal procedures.