Financial Solutions Consultant | Consultative Sales

oldmutual; Limpopo; Sur place; ZAR 180 000 - 240 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a customer-focused professional to advise clients on a range of products and manage relationships within an allocated market. You will handle routine inquiries, qualify prospects, and input data into CRM systems to support sales activities.

The role emphasizes building networks, following compliance standards, and contributing to business development through routine tasks and proactive outreach.

Qualifications

• Customer-facing role requiring articulation of product ranges and advisory capability.
• Ability to interview customers to clarify requirements and identify needs.

Responsabilités

• Provide advice on a range of products to a defined market.
• Handle standard customer inquiries and maintain CRM data accuracy.
• Develop relationships with allocated potential customers and identify sales opportunities.
• Follow procedures to ensure quality standards and regulatory compliance.
• Assist with business development tasks and routine prospecting.

Connaissances

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

Formation

NQF Level 4 / Grade 12

Description du poste

Old Mutual South Africa is seeking a customer-focused professional to advise clients on a range of products and manage relationships within an allocated market. You will handle routine inquiries, qualify prospects, and input data into CRM systems to support sales activities.

The role emphasizes building networks, following compliance standards, and contributing to business development through routine tasks and proactive outreach.