Strategic Financial Solutions Consultant

Old Mutual South Africa; Middelburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa seeks a dedicated individual to provide expert guidance on a range of financial products to a defined market. You will manage customer relationships, leverage CRM data, and identify opportunities for growth.

This role emphasizes consultative selling, strong communication, and the ability to translate customer needs into effective solutions. A focus on compliance and business development will be essential to success.

Qualifications

• NQF Level 4 or equivalent required.
• Experience in consultative selling and customer service.
• Ability to analyze CRM data and identify opportunities.
• Strong communication and stakeholder management.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market.
• Deliver customer service and CRM data management.
• Identify customer needs and clarify requirements.
• Develop customer relationships and prospect new opportunities.
• Ensure operational compliance and support business development.
• Create sales opportunities and manage data exploration.

Skills

Consultative Selling

Customer Understanding

Oral Communications

Sales Data Management

Sales Software

Strategic Selling

Customer Relationship Development

Data Exploration

Identifying Sales Opportunities

Probing Questions

Qualifying Prospects

Customer Service

Customer Feedback Management

Education

NQF Level 4 - Grade 12, National or Occupational Certificate or equivalent

Job description

Old Mutual South Africa seeks a dedicated individual to provide expert guidance on a range of financial products to a defined market. You will manage customer relationships, leverage CRM data, and identify opportunities for growth.

This role emphasizes consultative selling, strong communication, and the ability to translate customer needs into effective solutions. A focus on compliance and business development will be essential to success.