Strategic Financial Consultant & Client Growth Advisor

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 180,000 - 210,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in Cape Town seeks a proactive sales and customer service professional to provide product advice and service, while building relationships with new and existing clients. You will follow multilevel scripts to clarify needs, update CRM records, and support compliant business development tasks.

You will handle routine inquiries, identify sales opportunities, and contribute to data accuracy and follow-up actions, ensuring excellent customer experiences.

Qualifications

• Understanding of customer needs and product ranges.
• Ability to follow scripts and handle routine inquiries.
• Knowledge of regulatory codes and conduct standards.

Responsibilities

• Provide advice on a specific range of products to a defined market.
• Carry out standard customer service activities and handle simple inquiries.
• Update CRM data and note follow-up actions on sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop relationships with allocated potential customers and resolve queries.
• Participate in compliant, auditable sales processes and procedures.
• Support routine business development tasks and identify sales opportunities.
• Input data into spreadsheets or standard formats as needed.
• Contribute to a network of influence 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

Education

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

Tools

CRM software

Job description

Old Mutual Finance (Pty) Ltd in Cape Town seeks a proactive sales and customer service professional to provide product advice and service, while building relationships with new and existing clients. You will follow multilevel scripts to clarify needs, update CRM records, and support compliant business development tasks.

You will handle routine inquiries, identify sales opportunities, and contribute to data accuracy and follow-up actions, ensuring excellent customer experiences.