Strategic Financial Solutions Advisor

oldmutual; Burgersfort; On-site; ZAR 167,000 - 257,000; Full time

Job summary

Old Mutual is looking for a customer-focused advisor in South Africa to provide guidance on a defined product range to an allocated market. You will be accountable for achieving results through your own efforts, handling inquiries and building relationships with customers.

You will collect customer details in the CRM, clarify requirements, and identify sales opportunities while ensuring compliance with standards and procedures.

Qualifications

• NQF Level 4 or equivalent is required.
• Grade 12 or equivalent certificate.
• Relevant professional credentials are a plus.

Responsibilities

• Provide advice on a range of products to allocated market.
• Handle routine customer inquiries and basic service tasks.
• Record accurate customer details and follow up actions in the CRM.
• Interview customers to clarify requirements and identify needs.
• Develop relationships with allocated potential customers and prospects.

Skills

Consultative Selling

Customer Service

CRM Data

Identifying Customer Needs

Oral Communications

Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Software

Customer Focus

Networking

Education

NQF Level 4

Grade 12

National OC Certificate

Job description

Old Mutual is looking for a customer-focused advisor in South Africa to provide guidance on a defined product range to an allocated market. You will be accountable for achieving results through your own efforts, handling inquiries and building relationships with customers.

You will collect customer details in the CRM, clarify requirements, and identify sales opportunities while ensuring compliance with standards and procedures.