Africa-Focused Financial Advisor & Client Relations

Old Mutual; Senqu Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Customer Service Representative to provide excellent service and identify new business opportunities. Responsibilities include problem resolution, CRM management, and business development. Candidates should have a minimum of NQF Level 5 qualification and exhibit strong consultative selling skills. The position is pivotal in fostering relationships with customers and enhancing service quality.

Responsibilities

• Provide quality service while identifying opportunities to secure new business.
• Process cases and resolve customer problems.
• Analyze problems to find best solutions.
• Assist visitors with information requests.
• Schedule follow-ups and maintain CRM data.
• Develop relationship management plans for accounts.
• Monitor sales and market data for business development.
• Create sales opportunities and enhance visibility.
• Conduct research using business intelligence tools.
• Participate in networking to build influence.

Skills

Building Trust

Consultative Selling

Customer‑Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

Job description

A leading financial services company in South Africa is seeking a Customer Service Representative to provide excellent service and identify new business opportunities. Responsibilities include problem resolution, CRM management, and business development. Candidates should have a minimum of NQF Level 5 qualification and exhibit strong consultative selling skills. The position is pivotal in fostering relationships with customers and enhancing service quality.