Strategic Financial Consultant

oldmutual; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused individual to provide advice on a defined range of products to an allocated market. The role involves handling routine inquiries, maintaining CRM data, conducting needs interviews, and developing new customer relationships through proactive outreach.

Responsibilities include following standard procedures for quality and regulatory compliance, supporting business development tasks, and identifying sales opportunities.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.

Responsibilities

• 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.

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a customer-focused individual to provide advice on a defined range of products to an allocated market. The role involves handling routine inquiries, maintaining CRM data, conducting needs interviews, and developing new customer relationships through proactive outreach.

Responsibilities include following standard procedures for quality and regulatory compliance, supporting business development tasks, and identifying sales opportunities.