Strategic Financial Solutions Consultant

Old Mutual South Africa; Limpopo; On-site; ZAR 150,000 - 210,000; Full time

Job summary

Old Mutual South Africa seeks a customer-focused sales advisor to deliver informed product recommendations and exceptional service for a defined market. You will identify needs, present suitable solutions, and maintain accurate CRM records as you build lasting relationships with clients.

The role requires strong communication, basic product knowledge, and the ability to develop new business while adhering to procedures and regulatory standards within the South African market.

Qualifications

• Proven ability in consultative selling and customer engagement.
• Experience handling customer inquiries and following standard procedures.
• Familiarity with CRM data entry and follow-up actions.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, refer complex matters to colleagues.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and serve as first contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development tasks and assist others by following procedures.
• Identify potential customers by obtaining referrals and recommendations.
• Input data into spreadsheets or standard formats from information provided.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Networking

Education

NQF Level 4

Grade 12

National Certificate or equivalent

Tools

CRM Software

Job description

Old Mutual South Africa seeks a customer-focused sales advisor to deliver informed product recommendations and exceptional service for a defined market. You will identify needs, present suitable solutions, and maintain accurate CRM records as you build lasting relationships with clients.

The role requires strong communication, basic product knowledge, and the ability to develop new business while adhering to procedures and regulatory standards within the South African market.