Financial Consultant

Old Mutual; Cape Town; On-site; ZAR 200 000 - 250 000; Full time

Job summary

A leading financial services provider is looking for a customer service representative in Cape Town. Responsibilities include handling customer inquiries, maintaining CRM data, and developing customer relationships. Candidates should have a National Certificate and possess skills in customer service, consultative selling, and effective communication. This position offers an opportunity to be part of a team dedicated to customer satisfaction and development in the financial services industry. Closing date for applications is January 29, 2026.

Responsibilities

• Carry out standard customer service activities to handle inquiries.
• Assess compliance with standards for inquiries.
• Receive visitors and assist with their requests.
• Ensure basic customer details are accurate in the CRM system.
• Interview customers to clarify requirements.
• Develop relationships with potential customers.
• Follow mandatory procedures for quality standards.
• Assist with routine business development tasks.
• Identify potential customers through referrals.
• Input data into spreadsheets from provided information.
• Participate in a network of people and ideas.

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

National Certificate

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

• Customer Service: Carry out standard customer service activities and handle simple customer inquiries.


• Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.


• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.


• Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.


• Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.


• Customer Relationship Development / Prospecting: Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.


• Operational Compliance: Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.


• Business Development: Carry out routine business development support tasks and assist others by following established procedures.


• Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.


• Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.


• Network of Influence: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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

Competencies

Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity

Education

National Certificate (Required)

Closing Date

29 January 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!