Financial Solutions Consultant — Grow Client Relationships

EdUpStairs; Maluti-a-Phofung Local Municipality; Remote; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual is seeking a customer-oriented professional to deliver product advice and frontline service within a defined market. You will handle routine inquiries, capture accurate customer data in CRM, and refer complex cases to colleagues.

Strong communication and the ability to uncover customer needs are essential to success. You will engage with visitors, develop relationships, and support business development by identifying opportunities from existing customers.

Qualifications

• Experience in consultative selling and building customer relationships.
• Ability to handle customer inquiries and provide product guidance.
• Proven skills in identifying customer needs and opportunities.
• Strong oral communication and information evaluation abilities.
• Familiarity with CRM and sales data handling.

Responsibilities

• Provide advice on a specific range of products to a defined market and achieve results.
• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Maintain accurate customer details in the CRM and log follow-up actions.
• Interview customers to clarify requirements using a multilevel script.
• Identify potential customers and develop relationships as first point of contact.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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

Tools

Sales Software

Job description

Old Mutual is seeking a customer-oriented professional to deliver product advice and frontline service within a defined market. You will handle routine inquiries, capture accurate customer data in CRM, and refer complex cases to colleagues.

Strong communication and the ability to uncover customer needs are essential to success. You will engage with visitors, develop relationships, and support business development by identifying opportunities from existing customers.