Growth-Focused Financial Advisor: Build Relationships

Old Mutual South Africa; Frankfort (KY); On-site; USD 11,000 - 15,000; Full time

Job summary

Old Mutual South Africa is seeking a capable customer service professional to handle inquiries, verify CRM data, and develop relationships with potential clients. You will follow structured processes, gather customer needs, and identify opportunities for growth while ensuring compliance with corporate standards.

The role emphasizes consultative selling, accuracy in data handling, and proactive outreach to convert prospects into clients within a regulatory framework.

Qualifications

• Experience in consultative selling and customer service.
• NQF Level 5 or equivalent required.
• Ability to gather customer requirements and identify sales opportunities.
• Experience with CRM systems and data management.

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, referring complex matters to colleagues.
• Ensure that basic customer details in the system are accurate and note follow-ups.
• Interview customers following a sales script to clarify requirements.
• Develop relationships and identify potential customers to create sales opportunities.

Skills

Consultative Selling

Customer Feedback

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 Relationships

Education

NQF Level 5

Job description

Old Mutual South Africa is seeking a capable customer service professional to handle inquiries, verify CRM data, and develop relationships with potential clients. You will follow structured processes, gather customer needs, and identify opportunities for growth while ensuring compliance with corporate standards.

The role emphasizes consultative selling, accuracy in data handling, and proactive outreach to convert prospects into clients within a regulatory framework.