Strategic Financial Advisor & Client Partner

Old Mutual Limited; Kokstad; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Kokstad is seeking a Financial Consultant to provide customer-focused advice and handle inquiries. You will manage CRM data, identify sales opportunities, and build relationships with allocated customers, offering first-contact support for queries.

The role involves prospecting, data exploration, and following scripted processes to clarify customer needs and ensure compliance with internal policies.

Qualifications

• High school education is required.
• Experience in customer service or sales is advantageous.
• Ability to use basic CRM tools and data entry.

Responsibilities

• Provide customer service and handle inquiries.
• Carry out customer relationship management and follow-ups.
• Develop new customer relationships and identify sales opportunities.
• Assist with data entry and maintenance in spreadsheets.
• Interview customers to clarify needs and manage expectations.
• Support compliance with procedures and codes of conduct.
• Contribute to business development tasks and routine processes.
• Identify potential customers through referrals and calls.

Skills

Consultative Selling

Customer Service

CRM Data

Prospecting

Oral Communications

Qualifying Prospects

Sales Data Management

Sales Opportunities

Evaluating Information

Customer Understanding

Education

High School (Grade 12)

Job description

Old Mutual Limited in Kokstad is seeking a Financial Consultant to provide customer-focused advice and handle inquiries. You will manage CRM data, identify sales opportunities, and build relationships with allocated customers, offering first-contact support for queries.

The role involves prospecting, data exploration, and following scripted processes to clarify customer needs and ensure compliance with internal policies.