Financial Solutions Consultant - Consultative Selling

Old Mutual Finance (Pty) Ltd; Limpopo; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in Limpopo seeks a Customer Service/Sales Support professional to advise on a range of products to a designated market. You will handle inquiries, maintain CRM records, and identify opportunities while following standard procedures for quality and compliance.

The role focuses on building relationships, clarifying customer needs, and delivering routine business development support in a regulated financial environment.

Qualifications

• NQF Level 4 or equivalent is required.
• Strong communication and active listening abilities.
• Ability to handle inquiries and meet established standards.

Responsibilities

• Provide basic customer service and handle simple inquiries.
• Carry out routine customer service activities and refer complex matters.
• Maintain accurate CRM data and document follow-ups.
• Clarify customer needs through a scripted approach.
• Develop relationships with allocated potential customers.
• Identify sales opportunities and input data into standard formats.
• Ensure compliance with internal codes and external regulations.

Skills

Consultative Selling

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Finance (Pty) Ltd in Limpopo seeks a Customer Service/Sales Support professional to advise on a range of products to a designated market. You will handle inquiries, maintain CRM records, and identify opportunities while following standard procedures for quality and compliance.

The role focuses on building relationships, clarifying customer needs, and delivering routine business development support in a regulated financial environment.