Financial Solutions Consultant for Growth & Impact

Old Mutual Limited; Noord-Kaap; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited is seeking a results-driven professional in South Africa to advise customers on a range of financial products and manage relationships through CRM data and targeted calls. The role emphasizes compliance with standards and a proactive approach to developing new business.

The successful candidate will interview customers to clarify needs, identify opportunities, and follow established sales scripts while ensuring accurate record-keeping and timely follow-up actions.

Qualifications

• Nat Cert is required.
• Proven ability to sell and meet targets.
• Strong communication and customer-handling skills.
• Familiarity with company policies and compliance requirements.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle inquiries.
• Receive visitors and assist with information requests, escalating complex matters.

Skills

Sales

Communication

Customer-focused

Numeracy

Interpersonal skills

Policy knowledge

Education

National Certification

Job description

Old Mutual Limited is seeking a results-driven professional in South Africa to advise customers on a range of financial products and manage relationships through CRM data and targeted calls. The role emphasizes compliance with standards and a proactive approach to developing new business.

The successful candidate will interview customers to clarify needs, identify opportunities, and follow established sales scripts while ensuring accurate record-keeping and timely follow-up actions.