Strategic Financial Advisor & Client Growth

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

Job summary

Old Mutual South Africa is seeking a customer-focused professional to support service delivery, prospecting, and CRM data maintenance. You will engage with customers, clarify needs, and process inquiries while contributing to business development and compliance with standards.

The role emphasizes relationship building, data accuracy, and proactive outreach to potential clients, with opportunities to grow within a major South African financial services provider.

Qualifications

• Experience in customer service and sales processes.
• Ability to interview customers and clarify needs.
• Familiarity with CRM data and record-keeping.

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, routing complex matters to colleagues.
• Ensure CRM data accuracy and document follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be first contact for queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers from information provided and referrals.
• Input data into spreadsheets or standard formats as needed.
• Demonstrate networking value by contributing to a network of people, technologies, and ideas.

Skills

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

Education

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

Job description

Old Mutual South Africa is seeking a customer-focused professional to support service delivery, prospecting, and CRM data maintenance. You will engage with customers, clarify needs, and process inquiries while contributing to business development and compliance with standards.

The role emphasizes relationship building, data accuracy, and proactive outreach to potential clients, with opportunities to grow within a major South African financial services provider.