Advancing Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA); Potchefstroom; In loco; ZAR 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Potchefstroom is seeking a Customer Service/Sales Support professional to handle routine inquiries and support relationships with customers. You will perform standard service activities, confirm customer details, and log follow-up actions from sales calls.

Responsibilities include needs clarification, prospecting, and data input, while following regulatory codes and internal policies.

Competenze

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent is required.
• Experience in customer service or sales support preferred.
• Ability to interview customers and clarify requirements.
• Strong data management and CRM experience desirable.

Mansioni

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure customer details are accurate in the system and follow-up actions noted.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support business development tasks and identify sales opportunities.
• Input data into spreadsheets or standard formats.
• Demonstrate networking to connect with internal and external stakeholders.

Conoscenze

Consultative Selling

Customer Feedback

Customer Focus

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Networking

Formazione

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Descrizione del lavoro

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.
• Customer Relationship Management (CRM) Data
  Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification
  Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting
  Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance
  Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development
  Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation
  Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration
  Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence
  Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

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

Closing Date

29 November 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!