Financial Consultant – Talent Pool (Nelspruit)

About the role

This role provides guidance on a specific selection of financial products to the Nelspruit market and takes individual responsibility for achieving outcomes through personal effort.

Key responsibilities

• Perform standard customer service tasks and address basic inquiries.
• Evaluate adherence to standards and protocols for routine inquiries.
• Welcome visitors and direct complex issues to colleagues.
• Maintain accurate CRM data and document follow‑up actions.
• Engage customers using a structured sales script to clarify needs.
• Prospect and build relationships with potential clients through calls and visits.
• Adhere to mandatory procedures to ensure quality and regulatory compliance.
• Support business development activities and follow established protocols.
• Identify potential clients through referrals and recommendations.
• Enter relevant data into spreadsheets or standard formats.

Required profile

• Matric (NQF Level 4) or equivalent.
• Competencies: balancing stakeholders, building networks, effective communication, customer focus, ensuring accountability, instilling trust, interpersonal savvy, managing complexity.

Required skills

• Consultative selling
• Customer feedback management
• Customer‑centric approach
• Customer service
• Customer insight
• Information evaluation
• Identifying customer needs
• Recognising sales opportunities
• Verbal communication
• Probing questions
• Qualifying prospects
• Sales data management
• Sales software
• Strategic selling
• Strengthening customer relationships