Financial Solutions Consultant

Old Mutual Limited

Wes-Kaap

On-site

ZAR 180,000 - 300,000

Full time

3 days ago

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Job summary

Old Mutual South Africa seeks a customer-focused professional to advise on a range of financial products for a defined market. You will handle inquiries, document CRM data, and build lasting relationships to drive solutions and satisfaction.

You will interview customers to clarify needs, identify opportunities, and facilitate first-contact support while ensuring compliance with company standards and internal codes of conduct. A strong emphasis on teamwork and data-driven decisions is required.

Qualifications

Consultative selling approach with customers to understand needs.
Ability to manage customer data and CRM notes accurately.
Strong communication and prospecting capabilities.

Responsibilities

Customer Service Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.