Strategic Financial Advisor

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

Job summary

Old Mutual Limited is seeking a Financial Consultant in Rustenburg to provide tailored financial product advice to an allocated customer segment. You will manage customer inquiries, document follow-up actions, and build relationships through proactive prospecting.

Role involves adhering to regulatory and internal standards, carrying out routine customer service tasks, and supporting business development through established processes. A strong client-centric approach is essential for success.

Qualifications

• NQF Level 5 qualification required or equivalent.
• Experience in consultative selling and customer relationship development.
• Ability to handle customer inquiries and follow a multilevel sales script.

Responsibilities

• Provide advice on a range of financial products to an allocated market.
• Carry out standard customer service activities and handle inquiries.
• Ensure CRM data is accurate and notes follow-up actions from sales calls.
• Identify potential customers and develop relationships through calls or in person.
• Follow compliance and internal codes to maintain quality standards.
• Support business development tasks and follow established procedures.

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited is seeking a Financial Consultant in Rustenburg to provide tailored financial product advice to an allocated customer segment. You will manage customer inquiries, document follow-up actions, and build relationships through proactive prospecting.

Role involves adhering to regulatory and internal standards, carrying out routine customer service tasks, and supporting business development through established processes. A strong client-centric approach is essential for success.