Client-Centric Financial Solutions Advisor

Old Mutual Limited; Kaipātiki; On-site; NZD 55,000 - 75,000; Full time

Job summary

Old Mutual Limited in Auckland, New Zealand, is seeking a Customer Service and Sales Support professional to handle inquiries, clarify needs, and manage CRM data.

You will engage with customers, develop relationships, and support business development while following compliance and process standards.

The role offers growth opportunities and requires strong communication, listening, and problem-solving skills.

Qualifications

• NQF Level 5 or equivalent is required.
• Strong customer service and communication skills.
• Ability to interview customers and clarify requirements.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Input and maintain CRM data and follow up actions.
• Develop customer relationships and identify sales opportunities.

Skills

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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Limited in Auckland, New Zealand, is seeking a Customer Service and Sales Support professional to handle inquiries, clarify needs, and manage CRM data.

You will engage with customers, develop relationships, and support business development while following compliance and process standards.

The role offers growth opportunities and requires strong communication, listening, and problem-solving skills.