Strategic Financial Solutions Consultant

Old Mutual Finance (Pty) Ltd; Mahikeng; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa is seeking a Customer Advisor to provide product advice to an allocated market and to achieve results through personal effort. You will carry out standard customer service activities and manage CRM data while building relationships and identifying sales opportunities.

The role emphasizes consultative selling, strong communication, and stakeholder engagement across teams. Training and career development are offered within a supportive environment.

Qualifications

• Experience in consultative selling and handling customer inquiries.
• Ability to maintain accurate customer records in the CRM system.
• Knowledge of compliance standards and internal codes of conduct.

Responsibilities

• Provide advice on a range of products to an allocated market.
• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Maintain CRM data accuracy and record follow-up actions.
• Interview customers to clarify requirements and identify needs.
• Proactively develop relationships with potential customers and identify sales opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks and assist with established procedures.
• Identify potential customers through referrals and inquiries.
• Input data into spreadsheets or standard formats for reporting.
• Engage in networking to leverage relationships and ideas inside 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, Advanced or Occupational Certificate or equivalent

Tools

Job description

Old Mutual Finance (Pty) Ltd in South Africa is seeking a Customer Advisor to provide product advice to an allocated market and to achieve results through personal effort. You will carry out standard customer service activities and manage CRM data while building relationships and identifying sales opportunities.

The role emphasizes consultative selling, strong communication, and stakeholder engagement across teams. Training and career development are offered within a supportive environment.