Financial Adviser: Growth & Client Relationships

Old Mutual South Africa; Westville (IN); On-site; USD 38,000 - 52,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to support customer service and sales activities. The role involves handling inquiries, maintaining CRM data accuracy, and developing relationships with potential customers.

You will interview customers, clarify requirements, and work within established protocols to ensure compliance and quality. The position emphasizes data handling, prospecting, and cross-functional coordination.

Qualifications

• Proven experience in customer service and sales support.
• Ability to interview customers and clarify requirements using a multilevel sales script.
• Experience with CRM data management and maintaining accurate customer records.
• Strong networking and relationship-building capabilities.
• Familiarity with compliance standards and internal codes of conduct.
• Ability to identify and develop sales opportunities from customer interactions.

Responsibilities

• 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 information requests; refer complex matters to colleagues.
• Ensure customer details in the system are accurate and document follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to potential customers to develop relationships and act as first contact for queries.
• Follow procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks and assist others by following procedures.
• Identify potential customers through referrals and inquiries.
• Input data into spreadsheets or standard formats as required.
• Demonstrate understanding of networking value by contributing to internal networks.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

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

Job description

Old Mutual South Africa is seeking a customer-focused professional to support customer service and sales activities. The role involves handling inquiries, maintaining CRM data accuracy, and developing relationships with potential customers.

You will interview customers, clarify requirements, and work within established protocols to ensure compliance and quality. The position emphasizes data handling, prospecting, and cross-functional coordination.