Strategic Financial Consultant & Relationship Architect

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is looking for a customer-centric professional to provide advice on a specific range of financial products to a defined market, and to be accountable for achieving results through their own efforts.

In this role you will handle routine inquiries, update CRM data, clarify customer needs, develop relationships, and support business development and sales opportunities through proactive outreach.

Qualifications

• Experience in consultative selling and building customer relationships.
• Strong ability to manage CRM data accurately and efficiently.
• Demonstrates clear communication and active listening with customers.

Responsibilities

• Provide customer service and handle routine inquiries.
• Assess and ensure compliance with standards for routine inquiries.
• Receive visitors and direct them to the appropriate information.
• Maintain CRM data accuracy and note follow-up actions.
• Clarify customer needs via multilevel sales scripts and questions.
• Develop relationships with allocated customers and identify opportunities.
• Follow mandatory procedures to meet quality standards and codes.
• Support business development tasks and identify sales opportunities.

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

Job description

Old Mutual South Africa is looking for a customer-centric professional to provide advice on a specific range of financial products to a defined market, and to be accountable for achieving results through their own efforts.

In this role you will handle routine inquiries, update CRM data, clarify customer needs, develop relationships, and support business development and sales opportunities through proactive outreach.