Financial Solutions Consultant — Drive Customer Growth

oldmutual; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused adviser to provide guidance on a range of products to a defined market and to achieve results through personal effort.

You will deliver quality customer service, manage inquiries, maintain CRM data, clarify customer needs, and develop relationships. The role also involves basic business development support, identifying sales opportunities, and ensuring compliance with internal and regulatory standards.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.

Responsibilities

• Provide customer service and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain CRM data accuracy and log follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop customer relationships and identify sales opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks and follow established procedures.
• Identify potential customers through referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Engage in networking to broaden internal and external networks.

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a customer-focused adviser to provide guidance on a range of products to a defined market and to achieve results through personal effort.

You will deliver quality customer service, manage inquiries, maintain CRM data, clarify customer needs, and develop relationships. The role also involves basic business development support, identifying sales opportunities, and ensuring compliance with internal and regulatory standards.