Financial Solutions Consultant - Customer Growth & CRM

Old Mutual; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm is seeking a candidate for a customer service role in Johannesburg, South Africa. The role involves handling inquiries, managing CRM data, and supporting business development efforts. Ideal candidates will have strong communication skills, an NQF Level 4, and a customer-centric mindset. This position requires proactive relationship building and operational compliance. The closing date for applications is 30 January 2026.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure that basic customer details held in the system are accurate.
• Interview the customer to clarify requirements following a sales script.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures to meet quality standards.
• Carry out routine business development support tasks.
• Identify potential customers using information from existing customers.
• Select and input appropriate data into spreadsheets.

Skills

Ability to Sell

Communication

Company Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Education

NQF Level 4 - Grade 12, School leaving Certificate

Job description

A leading financial services firm is seeking a candidate for a customer service role in Johannesburg, South Africa. The role involves handling inquiries, managing CRM data, and supporting business development efforts. Ideal candidates will have strong communication skills, an NQF Level 4, and a customer-centric mindset. This position requires proactive relationship building and operational compliance. The closing date for applications is 30 January 2026.