Financial Solutions Advisor - Customer Growth

Old Mutual South Africa; Frankfort (KY); Sur place; USD 32 000 - 52 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a customer service-oriented professional in Kentucky to handle routine inquiries and support sales-related activities. The role includes CRM data maintenance, needs clarification with customers, and developing relationships through calls or in-person meetings.

Responsibilities cover compliance with procedures, basic business development tasks, and identifying new sales opportunities while ensuring accurate data entry and follow-up actions.

Qualifications

• Strong communication and consultative selling skills.
• Experience with CRM data management and basic data quality checks.
• Ability to follow a multilevel sales script and clarify customer needs.

Responsabilités

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, routing complex matters to colleagues.
• Ensure basic customer details in the CRM are accurate and notes are added for follow-up actions.
• Interview customers to clarify requirements following a sales script.
• Make calls or visit clients to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers by referrals and conversation for opportunities.
• Input data into spreadsheets or standard formats as instructed.
• Demonstrate networking value by engaging with internal and external networks.

Connaissances

Consultative Selling

Customer Service

CRM Data

Identify Needs

Prospecting

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Strategic Selling

Relationship Building

Feedback Management

Formation

NQF Level 4 / Grade 12 or equivalent

Description du poste

Old Mutual South Africa is seeking a customer service-oriented professional in Kentucky to handle routine inquiries and support sales-related activities. The role includes CRM data maintenance, needs clarification with customers, and developing relationships through calls or in-person meetings.

Responsibilities cover compliance with procedures, basic business development tasks, and identifying new sales opportunities while ensuring accurate data entry and follow-up actions.