Financial Solutions Consultant

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

Job summary

Old Mutual South Africa in Welkom is seeking a customer-focused advisor to provide product advice to a defined market. You will handle inquiries, maintain CRM data, and develop relationships with prospective customers to create sales opportunities.

The role emphasizes compliance with internal and external standards, and partnership with colleagues to resolve complex issues and support business development.

Qualifications

• National Certification is required.

Responsibilities

• Provide advice on a specific range of products to allocated market.
• Handle simple customer inquiries and ensure CRM data accuracy.
• Receive visitors and assist with requests for information.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop relationships with allocated potential customers and be first point of contact for queries.

Skills

Communication

Sales

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Company Policies

Credit Policies

Ability to Sell

Digital Savvy

Education

National Certification (Nat Cert)

Job description

Old Mutual South Africa in Welkom is seeking a customer-focused advisor to provide product advice to a defined market. You will handle inquiries, maintain CRM data, and develop relationships with prospective customers to create sales opportunities.

The role emphasizes compliance with internal and external standards, and partnership with colleagues to resolve complex issues and support business development.