Financial Solutions Consultant

Old Mutual Limited; Wes-Kaap; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Brackenfell seeks a Financial Consultant to provide product advice to a defined market, manage customer relationships, and drive sales through consultative engagement. You will handle inquiries, verify CRM data, and develop prospects while complying with mandatory procedures and governance.

The role emphasizes customer service, relationship building, and routine business development activities within a sales-driven environment, aligned to Old Mutual SA standards.

Qualifications

• Consultative selling and customer-focused skills are essential.
• Strong interpersonal and communication abilities.

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 information requests, referring complex matters to colleagues.
• Ensure customer details in CRM are accurate and record follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by obtaining referrals and recommendations from existing customers.
• Input data into spreadsheets or standard formats from information provided by others.
• Demonstrate networking value by participating in a network of people, technologies, and ideas.

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

Matriculation Certificate

Job description

Old Mutual Brackenfell seeks a Financial Consultant to provide product advice to a defined market, manage customer relationships, and drive sales through consultative engagement. You will handle inquiries, verify CRM data, and develop prospects while complying with mandatory procedures and governance.

The role emphasizes customer service, relationship building, and routine business development activities within a sales-driven environment, aligned to Old Mutual SA standards.