Financial Solutions Consultant - Consultative Sales

oldmutual; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Cape Town seeks a customer-focused professional to advise a defined market on a range of products and own outcomes through proactive service.

You will handle inquiries, clarify needs, propose solutions, and record interactions in the CRM, supporting sales with compliant, data-driven practices.

This full-time role requires strong communication, integrity, and resilience, with opportunities for development within a diverse, equity-minded organisation.

Qualifications

• Experience in consultative selling and CRM usage.
• Ability to clarify customer needs via scripts.
• Familiarity with data entry and basic data exploration.

Responsibilities

• Provide advice on a specific range of products to a defined market and be accountable for results.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests, escalating complex matters.

Skills

Consultative Selling

Customer Service

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Feedback Management

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual in Cape Town seeks a customer-focused professional to advise a defined market on a range of products and own outcomes through proactive service.

You will handle inquiries, clarify needs, propose solutions, and record interactions in the CRM, supporting sales with compliant, data-driven practices.

This full-time role requires strong communication, integrity, and resilience, with opportunities for development within a diverse, equity-minded organisation.