Financial Solutions Consultant

Old Mutual South Africa; Umzimvubu Local Municipality; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a defined market and achieve results through individual effort. The role emphasizes CRM data integrity, prospecting, and delivering high-quality customer service.

You will interview customers, clarify requirements, and develop relationships with potential clients while adhering to regulatory guidelines. The position requires an NQF Level 4 or equivalent and supports ongoing career development within

Qualifications

• NQF Level 4 - Grade 12 or equivalent as specified.
• National or Occupational Certificate or equivalent is required.
• Strong communication and customer service skills are essential.

Responsibilities

• Provide advice on a range of products to a defined market segment.
• Deliver standard customer service and handle simple inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure CRM data accuracy and record follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and initialize contact.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks following established procedures.
• Identify potential customers from information provided and input data into standard formats.
• Demonstrate understanding of networking value by engaging with internal and external networks.
• Assist with data exploration and input into common data formats.

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, National or Occupational Certificate or equivalent

Tools

CRM Software

Spreadsheets

Job description

Old Mutual South Africa is seeking a customer-focused professional to provide product advice to a defined market and achieve results through individual effort. The role emphasizes CRM data integrity, prospecting, and delivering high-quality customer service.

You will interview customers, clarify requirements, and develop relationships with potential clients while adhering to regulatory guidelines. The position requires an NQF Level 4 or equivalent and supports ongoing career development within