Financial Advisor: Growth & Client Relationships (Durban Area)

Old Mutual South Africa; Westville (IN); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa seeks a customer service and sales-support professional to handle routine inquiries, assist with compliance, and maintain CRM data accuracy. You will interview customers to clarify needs, develop relationships, and support business development.

The role emphasizes standard procedures, data entry, and building trust with clients while contributing to cross-functional teams in a regulated environment.

Formación

• NQF Level 5 or equivalent (Required).

Responsabilidades

• Customer service: handle standard inquiries and basic requests.
• Solutions analysis: assess compliance with standards for routine inquiries.
• Receiving visitors: greet visitors and direct them to relevant info.
• CRM data: ensure basic customer details are accurate and note follow-up actions.
• Customer needs clarification: interview customers using a multilevel sales script.
• Prospecting: make calls to allocated potential customers to develop relationships.
• Operational compliance: follow procedures to meet quality standards and codes.
• Business development: support routine tasks following procedures.
• Sales opportunities creation: identify potential customers via referrals and recommendations.
• Data exploration: select data and input into standard formats.
• Networking: engage in a network of people, technologies, and ideas inside/outside the company.

Conocimientos

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

Educación

NQF Level 5+ qualification

Descripción del empleo

Old Mutual South Africa seeks a customer service and sales-support professional to handle routine inquiries, assist with compliance, and maintain CRM data accuracy. You will interview customers to clarify needs, develop relationships, and support business development.

The role emphasizes standard procedures, data entry, and building trust with clients while contributing to cross-functional teams in a regulated environment.