Advancing Financial Adviser

Old Mutual; Upington; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in Upington is seeking a Customer Service Specialist to manage customer inquiries and update CRM data. The ideal candidate should have strong consultative selling skills and customer service experience. The role involves interviewing customers, making prospecting calls, and ensuring compliance with standards. This position offers a dynamic environment focused on customer relationships and development.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Ensure that basic customer details in the CRM system are accurate.
• Interview customers to clarify their requirements.
• Make calls to potential customers to develop relationships and resolve queries.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Customer Needs

Sales Opportunities Creation

Oral Communications

Education

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

Job description

Let's Write Africa's Story Together!

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

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 in the system are accurate, and document follow-up actions and notes from sales calls.
• Customer Needs Clarification: Interview customers using a multilevel sales script to clarify their requirements.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships and resolve queries and complaints.
• Operational Compliance: Follow mandatory procedures to ensure quality standards and compliance with regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations.
• Data Exploration: Select and input data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks 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, Advanced or Occupational Certificate or equivalent

Closing Date

30 September 2025, 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!