Strategic Financial Solutions Advisor

Old Mutual; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Cape Town is seeking a customer-focused representative to provide advice on products. Responsibilities include customer service, relationship development, and compliance with standards. The ideal candidate will have a Matriculation Certificate and strong consultative selling skills. This role offers opportunities to engage with customers and contribute to business development.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure basic customer details in the system are accurate and make follow-up notes.
• Clarify customer requirements through interviews following a sales script.
• Develop relationships by making calls to potential customers.
• Follow mandatory procedures to ensure quality standards.
• Assist in routine business development tasks following established procedures.
• Identify potential customers for sales opportunities.
• Input data into spreadsheets or standard formats.
• Participate in and contribute to a network of people and ideas.

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

Matriculation Certificate (Matric)

Job description

A financial services company in Cape Town is seeking a customer-focused representative to provide advice on products. Responsibilities include customer service, relationship development, and compliance with standards. The ideal candidate will have a Matriculation Certificate and strong consultative selling skills. This role offers opportunities to engage with customers and contribute to business development.