Strategic Financial Consultant for Client Growth

Old Mutual Finance (Pty) Ltd; Thohoyandou; On-site; ZAR 90,000 - 180,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer-focused representative to advise on a range of financial products to a designated market and to achieve results through their own efforts. You will perform standard customer service, handle inquiries, manage CRM data, clarify needs, prospect new clients, and serve as the first point of contact for queries while following mandatory procedures.

The role requires an NQF Level 4/Grade 12 qualification; closing date is 30 December 2026;

Qualifications

• NQF Level 4/Grade 12 or equivalent education is required.
• Strong customer service and sales orientation.
• Ability to follow scripts and comply with procedures.

Responsibilities

• Provide first point of contact for customer queries and complaints.
• Carry out routine sales and business development support tasks.
• Manage CRM data and ensure customer records are accurate.
• Identify potential customers and sales opportunities through outreach.
• Adhere to regulatory codes and internal conduct requirements.

Skills

Consultative Selling

Customer Service

Sales Pipeline

CRM Data Management

Needs Assessment

Prospecting

Multi-channel Communication

Compliance Awareness

Relationship Building

Education

NQF Level 4 (Grade 12) or equivalent

Job description

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer-focused representative to advise on a range of financial products to a designated market and to achieve results through their own efforts. You will perform standard customer service, handle inquiries, manage CRM data, clarify needs, prospect new clients, and serve as the first point of contact for queries while following mandatory procedures.

The role requires an NQF Level 4/Grade 12 qualification; closing date is 30 December 2026;