Financial Solutions Consultant for Africa

Old Mutual South Africa; Marble Hall; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa is seeking a results-driven professional to provide product advice, handle routine customer inquiries, and develop new customer relationships through proactive outreach. You will manage CRM records, clarify customer needs, and support business development using established procedures.

The role emphasizes customer-focused selling, data accuracy, and effective communication within a regulatory-compliant framework. National employment equity guidelines apply.

Qualifications

• NQF Level 4 or equivalent education required.
• Experience with customer service and sales processes is advantageous.
• Familiarity with CRM and basic data entry is preferred.

Responsibilities

• Provide advice on specific range of products to allocated market.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests; refer complex matters.
• Maintain accurate customer details in CRM and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make outbound calls to develop relationships with potential customers.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a results-driven professional to provide product advice, handle routine customer inquiries, and develop new customer relationships through proactive outreach. You will manage CRM records, clarify customer needs, and support business development using established procedures.

The role emphasizes customer-focused selling, data accuracy, and effective communication within a regulatory-compliant framework. National employment equity guidelines apply.