Strategic Financial Consultant for Client Solutions

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Cape Town is seeking a results-driven customer service professional to advise on a range of financial products and manage the front-line relationship with clients.

You will perform CRM data checks, answer inquiries, and support business development by identifying sales opportunities and following established procedures to ensure quality and compliance.

Strong communication skills and a customer-focused mindset are essential to thrive in this role within a dynamic team.

Qualifications

• Experience in customer service and sales processes.
• Ability to follow multilevel sales scripts and protocols.
• Proficiency in data entry and CRM practices.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure CRM data accuracy and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a structured sales script.
• Make calls to allocated potential customers to develop relationships and act as first contact for queries.
• Follow mandatory procedures to meet quality and regulatory codes.
• Support routine business development tasks and follow established procedures.
• Identify potential customers by gathering information and referrals.
• Input data into spreadsheets or standard formats, leveraging data for insights.
• Demonstrate understanding of networking value through participation in internal and external networks.

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

Job description

Old Mutual in Cape Town is seeking a results-driven customer service professional to advise on a range of financial products and manage the front-line relationship with clients.

You will perform CRM data checks, answer inquiries, and support business development by identifying sales opportunities and following established procedures to ensure quality and compliance.

Strong communication skills and a customer-focused mindset are essential to thrive in this role within a dynamic team.