Financial Solutions Consultant: Grow Relationships

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

Job summary

Old Mutual Limited in Pretoria is seeking individuals to provide product advice, handle inquiries, and develop customer relationships under a structured sales process. You will manage CRM data, clarify customer requirements, and identify new sales opportunities while following regulatory and internal standards.

The role supports business development and routine sales tasks. The position emphasizes customer focus, consultative selling, and accurate data management within a dynamic team

Qualifications

• Must have NQF level 4 or higher and appropriate certificates.
• Experience in customer service or sales support preferred.
• Ability to interview customers and develop sales opportunities.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle inquiries.
• Record and maintain accurate CRM data and notes.
• Interview customers to clarify requirements using a sales script.
• Develop relationships with allocated potential customers and identify sales opportunities.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Support business development activities and routine sales tasks.
• Identify potential customers through referrals and information gathered.

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 (Required)

Job description

Old Mutual Limited in Pretoria is seeking individuals to provide product advice, handle inquiries, and develop customer relationships under a structured sales process. You will manage CRM data, clarify customer requirements, and identify new sales opportunities while following regulatory and internal standards.

The role supports business development and routine sales tasks. The position emphasizes customer focus, consultative selling, and accurate data management within a dynamic team