Strategic Financial Solutions Consultant

Old Mutual Limited; Vanderbijlpark; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

Old Mutual Limited is seeking a Financial Consultant in Vanderbijlpark to provide tailored financial advice and build relationships with an allocated client market. You will manage customer inquiries, maintain CRM data accuracy, and support business development through structured prospecting.

The role emphasizes compliance with regulatory standards, visiting clients or meeting them on-site, and leveraging a multilevel sales script to clarify needs and identify opportunities for growth within the

Qualifikationen

• Customer-focused and consultative selling approach.
• Ability to interview customers to clarify requirements.
• Experience with CRM data and prospecting activities.

Aufgaben

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data accuracy and log follow-up actions.
• Interview customers using a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks following procedures.
• Identify potential customers by referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Demonstrate networking to contribute to a network of people, technologies, and ideas.

Kenntnisse

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

Ausbildung

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Jobbeschreibung

Old Mutual Limited is seeking a Financial Consultant in Vanderbijlpark to provide tailored financial advice and build relationships with an allocated client market. You will manage customer inquiries, maintain CRM data accuracy, and support business development through structured prospecting.

The role emphasizes compliance with regulatory standards, visiting clients or meeting them on-site, and leveraging a multilevel sales script to clarify needs and identify opportunities for growth within the