Financial Consultant

Old Mutual Limited

Financial Consultant providing specialized product advice to allocated markets. Engaging with customers and ensuring high-quality service delivery to achieve results in Pretoria, South Africa.

Posted 7/17/2026full-timePretoria • 🇿🇦 South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Consultative Selling and Customer Service while effectively managing customer feedback and understanding customer needs. Proficient in Sales Data Management and utilizing Sales Software to strengthen customer relationships.

Highest-signal resume keywords

Consultative SellingCustomer ServiceSales Data ManagementIdentifying Sales OpportunitiesOral Communications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Data ManagementEvaluating InformationIdentifying Customer NeedsQualifying ProspectsProbing Questions

Soft Skills

Customer-FocusedCustomer UnderstandingStrengthening Customer Relationships

Tools & Technologies

Sales Software

Industry Keywords

Customer Feedback ManagementStrategic Selling

About the role

Key responsibilities & impact

Provide advice on a specific range of products to a specific 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 various requests for information
Ensure that basic customer details held in the system are accurate
Interview the customer, following a multilevel sales script
Make calls to allocated potential customers to develop relationships
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards
Carry out routine business development support tasks
Identify potential customers by obtaining information, referrals, and recommendations from existing customers
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats

Requirements

What you’ll need

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

Benefits

Comp & perks

Customer Service
Solutions Analysis
Customer Relationship Management (CRM) Data
Customer Needs Clarification
Customer Relationship Development / Prospecting
Operational Compliance
Business Development