Financial Solutions Consultant

Old Mutual South Africa; Noord-Kaap; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused representative to provide advice on a range of products, handle inquiries, and build lasting relationships with clients. You will support sales opportunities, manage CRM data, and ensure compliance with company policies.

The role emphasizes proactive customer engagement, data quality, and routine business development within a major financial services group.

Qualifications

• Ability to sell and communicate effectively within a financial services context.
• Understanding and applying company and credit policies in daily tasks.
• Develop customer-centric sales approaches and manage relationships.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure basic customer details in the CRM are accurate and follow up on promised actions.

Skills

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Education

National Certification

Job description

Old Mutual South Africa is seeking a customer-focused representative to provide advice on a range of products, handle inquiries, and build lasting relationships with clients. You will support sales opportunities, manage CRM data, and ensure compliance with company policies.

The role emphasizes proactive customer engagement, data quality, and routine business development within a major financial services group.