Financial Advisory & Customer Growth Specialist

Old Mutual South Africa; Colesburg (IA); On-site; USD 42,000 - 64,000; Full time

Job summary

Old Mutual South Africa is seeking a proactive professional to support customer service, process inquiries, and maintain accurate CRM data while identifying sales opportunities. You will interact with customers, gather requirements, and help drive business development within established procedures.

The role emphasizes compliance, stakeholder communication, and delivering reliable client support under an Employment Equity framework. The position is located in a team-oriented environment.

Qualifications

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

Responsibilities

• Customer Service. Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis. Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors. Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data. Ensure basic customer details in the system are accurate and note follow-up actions.
• Customer Needs Clarification. Interview the customer to clarify requirements.
• Customer Relationship Development / Prospecting. Make calls to develop relationships and be first contact for queries.
• Operational Compliance. Follow procedures to meet quality standards and regulatory codes.
• Business Development. Support routine business development tasks per established procedures.
• Sales Opportunities Creation. Identify potential customers via referrals and recommendations.
• Data Exploration. Input data into spreadsheets or standard formats.
• Network of Influence. Engage with networks inside and outside the company.

Skills

Consultative Selling

Customer Feedback

Customer Service

CRM Data Management

Identifying Customer Needs

Sales Opportunities

Oral Communications

Education

NQF Level 5

Tools

Sales Software

Job description

Old Mutual South Africa is seeking a proactive professional to support customer service, process inquiries, and maintain accurate CRM data while identifying sales opportunities. You will interact with customers, gather requirements, and help drive business development within established procedures.

The role emphasizes compliance, stakeholder communication, and delivering reliable client support under an Employment Equity framework. The position is located in a team-oriented environment.