Financial Solutions Consultant — Consultative Sales & CRM

Old Mutual Finance (Pty) Ltd; Klerksdorp; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual is seeking a Customer Advisor to provide product advice to a defined market, handling inquiries and building customer relationships within a compliant framework.

Responsibilities include CRM data maintenance, needs clarification, prospecting, and supporting business development. The role emphasizes consultative selling and data-driven customer insights in a dynamic retail financial services environment.

Qualifications

• Matriculation Certificate (Matric).
• Experience in customer service or sales roles.
• Strong communication and relationship-building abilities.

Responsibilities

• Provide advice on a range of products to a specific market.
• Handle customer inquiries and deliver standard customer service.
• Maintain accurate CRM data and follow up on actions.
• Interview customers to clarify needs using a multilevel sales script.
• Develop relationships with potential customers via calls or in person.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks per established procedures.
• Identify potential customers from referrals and information.
• Input data into spreadsheets and standard formats.
• Engage in networking to build internal and external connections.

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 (Matric)

Job description

Old Mutual is seeking a Customer Advisor to provide product advice to a defined market, handling inquiries and building customer relationships within a compliant framework.

Responsibilities include CRM data maintenance, needs clarification, prospecting, and supporting business development. The role emphasizes consultative selling and data-driven customer insights in a dynamic retail financial services environment.