Strategic Financial Solutions Advisor

oldmutual; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual in Cape Town seeks a customer-focused advisor to provide guidance on a range of products to a designated market. You will be individually accountable for achieving results through your own efforts.

You will handle customer service, CRM data accuracy, and proactive relationship development, while following established procedures to meet quality standards and regulatory codes. Strong communication and needs analysis are essential for success.

Qualifications

• Experience in consultative selling and building customer relationships.
• Ability to follow a multilevel sales script to clarify customer requirements.
• NQF Level 5 qualification or equivalent.

Responsibilities

• Deliver customer service and handle simple inquiries.
• Develop relationships with allocated potential customers.
• Input and manage customer data in CRM.
• Explain and clarify customer needs using sales scripts.
• Identify potential sales opportunities and follow up.

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

Tools

CRM Software

Job description

Old Mutual in Cape Town seeks a customer-focused advisor to provide guidance on a range of products to a designated market. You will be individually accountable for achieving results through your own efforts.

You will handle customer service, CRM data accuracy, and proactive relationship development, while following established procedures to meet quality standards and regulatory codes. Strong communication and needs analysis are essential for success.