Africa Financial Consultant Relationship Builder

Old Mutual Limited; Mahikeng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in South Africa seeks a Customer Service/Sales Associate to advise on a range of products to a defined market. You will handle inquiries, receive visitors and refer complex matters to colleagues, while building trust and relationships with customers.

You will interview customers to clarify needs, develop relationships, perform data entry in CRM, and support business development while following quality standards and regulatory codes.

Qualifications

• User-facing product and service guidance to a defined market.
• CRM data accuracy and follow-up actions in sales calls.
• Ability to interview customers to clarify needs and identify opportunities.

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 various requests for information, referring more complex matters to colleagues.
• 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.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships and provide a first point of contact for resolving queries.
• Follow mandatory procedures to ensure work meets quality standards and regulatory codes.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Demonstrate understanding of the value of networking by participating in a network of people, technologies, and ideas.

Skills

Consultative selling

CRM data management

Customer service

Prospecting

Interpersonal skills

Education

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

Job description

Old Mutual in South Africa seeks a Customer Service/Sales Associate to advise on a range of products to a defined market. You will handle inquiries, receive visitors and refer complex matters to colleagues, while building trust and relationships with customers.

You will interview customers to clarify needs, develop relationships, perform data entry in CRM, and support business development while following quality standards and regulatory codes.