Strategic Financial Consultant | Client Growth & Advisory

Old Mutual South Africa; Polokwane; On-site; ZAR 150,000 - 190,000; Full time

Job summary

Old Mutual South Africa seeks a proactive sales and customer service professional to advise on a range of financial products, handle inquiries, and develop customer relationships in a defined market. You will ensure CRM data accuracy, identify sales opportunities, and support business development through established processes.

Role emphasizes consultative selling, strong communication, and adherence to compliance standards while building networks and expanding the customer base.

Qualifications

• NQF Level 4 or equivalent is required.
• Proven ability to develop customer relationships and meet sales targets.
• Strong communication and data entry skills.

Responsibilities

• Provide advice on a range of products to a defined market and achieve sales results.
• Handle routine customer inquiries and maintain accurate CRM data.
• Interview customers to clarify requirements and identify sales opportunities.
• Follow procedures to ensure quality and compliance with regulations.
• Develop business by following established procedures and referrals.
• Identify potential customers and create sales opportunities.
• Enter and manage data in spreadsheets or standard formats.
• Build relationships through networking within and outside the company.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12

Job description

Old Mutual South Africa seeks a proactive sales and customer service professional to advise on a range of financial products, handle inquiries, and develop customer relationships in a defined market. You will ensure CRM data accuracy, identify sales opportunities, and support business development through established processes.

Role emphasizes consultative selling, strong communication, and adherence to compliance standards while building networks and expanding the customer base.