Africa-Focused Financial Solutions Advisor

Old Mutual Limited

Vereeniging

On-site

ZAR 180,000 - 300,000

Full time

8 days ago

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Old Mutual Limited in South Africa seeks a Customer Service and Sales Support representative to provide product advice, handle inquiries and support business development. You will interview customers, assess needs, input data into CRM, and follow compliance procedures within a multilevel sales script; prior consultative selling experience is preferred.

This role involves fielding inquiries, prospecting, and maintaining accurate customer records.

Qualifications

Provide advice on a range of products to a specific market.
Handle routine customer inquiries and follow up on promises.

Responsibilities

Carry out standard customer service activities and handle simple inquiries.
Assess compliance with standards and protocols for routine inquiries.
Receive visitors and assist with information requests, referring complex matters to colleagues.
Ensure customer details in CRM are accurate and notes of follow-up actions are entered.
Interview customers to clarify requirements using a multilevel sales script.
Make calls to allocated potential customers to develop relationships and resolve queries.
Follow mandatory procedures to meet quality standards and regulatory codes.
Carry out routine business development support tasks and follow established procedures.
Identify potential customers from information provided and referrals.