Financial Solutions Consultant - Grow Client Relationships

Old Mutual Limited; Paarl; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a Financial Consultant at the Paarl Convenience Centre. You will provide tailored product advice and build relationships with allocated customers through consultative selling and proactive outreach.

You will manage customer data in CRM, identify opportunities, and support business development while following compliance procedures. The role emphasizes customer service excellence, accurate data handling, and the ability to convert inquiries into sales opportunities

Qualifications

• Provide advice on a range of products to allocated customers.
• Demonstrate ability to follow a multilevel sales script to clarify customer needs.
• Input and maintain accurate customer data in CRM systems.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and refer complex matters to colleagues.
• Maintain CRM data accuracy and note follow-up actions.
• Develop customer relationships through proactive outreach.
• Identify potential customers and create sales opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and processes.
• Explore data to inform sales opportunities and actions.

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

Strengthening customer relationships

Sales software

Strategic selling

Networking

Tools

Sales Software

Job description

Old Mutual Limited is seeking a Financial Consultant at the Paarl Convenience Centre. You will provide tailored product advice and build relationships with allocated customers through consultative selling and proactive outreach.

You will manage customer data in CRM, identify opportunities, and support business development while following compliance procedures. The role emphasizes customer service excellence, accurate data handling, and the ability to convert inquiries into sales opportunities