Financial Consultant

Old Mutual Limited

. Provide advice on a specific range of products to an allocated market .

Posted 9/30/2026full-timeKwaDukuza • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Consultative Selling and Customer Service, with a strong focus on Customer Feedback Management and Sales Data Management. Capable of identifying customer needs and sales opportunities while maintaining compliance with regulatory standards.

Highest-signal resume keywords

Consultative SellingCustomer ServiceSales Data ManagementIdentifying Customer NeedsStrengthening Customer Relationships

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales SoftwareEvaluating InformationIdentifying Sales OpportunitiesQualifying ProspectsProbing Questions

Soft Skills

Customer-FocusedOral Communications

Tools & Technologies

CRM SystemsSpreadsheets

Certifications & Qualifications

Matriculation Certificate

Industry Keywords

Customer UnderstandingFollow Mandatory ProceduresExternal Regulatory CodesInternal Codes of Conduct

About the role

Key responsibilities & impact

Provide advice on a specific range of products to an allocated market
Carry out standard customer service activities and handle simple customer inquiries
Assess compliance with established standards and protocols for routine inquiries
Receive visitors and assist with requests for information, referring complex matters to colleagues
Maintain accurate customer details in CRM systems and record follow-up actions and sales-call activities
Interview customers using a multilevel sales script to clarify requirements
Contact allocated potential customers by telephone or in person to develop relationships
Provide first-point resolution for customer queries and complaints
Carry out routine business development support tasks
Identify potential customers through information, referrals, and recommendations
Select and input appropriate data into spreadsheets or standard formats
Participate in and contribute to internal and external networks

Requirements

What you’ll need

Matriculation Certificate (Matric)
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
Follow mandatory procedures and adhere to external regulatory codes and internal codes of conduct
Appointment subject to Old Mutual South Africa's Employment Equity Plan and designated-group requirements