Africa-Focused Financial Solutions Advisor

Old Mutual South Africa; Greytown; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide advice on a defined range of products to a specified market. You will be individually accountable for achieving results through your own efforts and will handle standard customer inquiries and routine sales support tasks.

You will interview customers to clarify needs, develop relationships with potential clients via calls or in-person meetings, and ensure CRM data accuracy, while adhering to regulatory standards and

Qualifications

• Experience in customer-facing roles and sales support.

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, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and note 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 act as first point of contact for queries and complaints.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers by obtaining information and referrals from existing customers.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value by participating in 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

Job description

Old Mutual South Africa is seeking a customer-focused professional to provide advice on a defined range of products to a specified market. You will be individually accountable for achieving results through your own efforts and will handle standard customer inquiries and routine sales support tasks.

You will interview customers to clarify needs, develop relationships with potential clients via calls or in-person meetings, and ensure CRM data accuracy, while adhering to regulatory standards and