Strategic Financial Consultant — Growth & Relationships

Old Mutual South Africa; Kokstad; On-site; ZAR 89,000 - 167,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused representative to provide guidance on a range of financial products to a defined market. You will handle routine inquiries, log detailed follow-ups, and contribute to building customer relationships through proactive outreach.

The role emphasizes adherence to compliance, data integrity in CRM systems, and applying a structured sales approach to identify opportunities. Local applicants in KwaZulu-Natal are encouraged to apply.

Qualifications

• Experience in frontline customer service and sales support.
• Ability to follow multi-step sales scripts and document interactions clearly.
• Strong attention to data accuracy and follow-up actions.

Responsibilities

• Provide customer service and handle routine inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and direct them or escalate as needed.
• Maintain accurate CRM data and log follow-up notes.
• Clarify customer needs using a multi-level sales script.
• Develop relationships with prospective customers through calls or in person interactions.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Sales Opportunities

Probing Questions

CRM Data Management

Data Entry / Excel

Education

High School (Grade 12)

Job description

Old Mutual South Africa is seeking a customer-focused representative to provide guidance on a range of financial products to a defined market. You will handle routine inquiries, log detailed follow-ups, and contribute to building customer relationships through proactive outreach.

The role emphasizes adherence to compliance, data integrity in CRM systems, and applying a structured sales approach to identify opportunities. Local applicants in KwaZulu-Natal are encouraged to apply.