Strategic Financial Solutions Consultant

Old Mutual Finance (Pty) Ltd; Mahikeng; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is hiring to provide advice on a range of financial products to a defined market. The role involves delivering customer service, solving inquiries, and building relationships with potential customers.

You will follow established procedures to ensure quality and compliance, support business development, and use data to identify opportunities. A Level 5 qualification is expected.

Qualifications

• Adhere to standard customer service processes and regulatory codes.
• Proven ability to identify customer needs and sales opportunities.

Responsibilities

• Provide advice on a range of products to a defined market and achieve targets.
• Handle routine customer inquiries and resolve simple queries.
• Receive visitors and refer complex matters to colleagues.
• Maintain accurate customer records and follow up on promises.
• Clarify customer needs using multilevel sales script.
• Develop relationships with allocated potential customers.
• Serve as first contact for customer queries and complaints.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development and routine tasks.
• Identify potential customers through referrals and outreach.
• Input data into spreadsheets and standard formats.
• Engage in networking within and outside the company.

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

Job description

Old Mutual Finance (Pty) Ltd is hiring to provide advice on a range of financial products to a defined market. The role involves delivering customer service, solving inquiries, and building relationships with potential customers.

You will follow established procedures to ensure quality and compliance, support business development, and use data to identify opportunities. A Level 5 qualification is expected.