Financial Solutions Consultant — Consultative Selling & CRM

Old Mutual Finance (Pty) Ltd

Howick

On-site

ZAR 240,000 - 360,000

Full time

3 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer-focused professional to advise a targeted market on a range of financial products. You will handle routine inquiries, nurture customer relationships, and support business development using a multilevel sales script.

Key duties include CRM data upkeep, identifying sales opportunities, and ensuring compliance with internal and external codes. This is a full-time role based in KwaZulu-Natal, Howick, offering growth within a premier African

Qualifications

NQF Level 5 or higher education is required.
Experience in customer service and sales support is preferred.
Ability to follow a multilevel sales script to clarify customer requirements.

Responsibilities

Provide advice on a range of products to a specific market.
Carry out standard customer service activities and handle simple inquiries.
Maintain accurate customer data and note follow-up actions in CRM.
Identify potential customers and develop relationships to create sales opportunities.
Follow compliance procedures to meet quality standards and internal codes of conduct.
Support business development tasks by following established procedures.