Africa-Focused Financial Solutions Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Howick; Presencial; ZAR 300.000 - 420.000; Jornada completa

Descripción de la vacante

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer-focused adviser to provide product guidance to a defined market. You will handle basic inquiries, perform data validation in the CRM, and proactively develop relationships with prospective clients.

The role emphasizes consultative selling, adherence to compliance standards, and collaboration with colleagues to resolve customer needs. A strong communication skill set and proactive outreach are essential for success.

Formación

• Experience in consultative selling and customer-facing roles.
• Strong ability to gather and analyze customer information to tailor solutions.
• Proven ability to identify sales opportunities and manage CRM data.

Responsabilidades

• Provide advice on a specific range of products to a defined market.
• 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, escalating complex matters.
• 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 ensure quality standards and regulatory compliance.
• Assist with routine business development tasks and selling opportunities creation.
• Identify potential customers through referrals and outreach from existing customers.
• Input data into spreadsheets or standard formats for CRM and reporting.
• Demonstrate networking value by engaging with internal and external stakeholders.

Conocimientos

Consultative Selling

Customer Feedback Management

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

Educación

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

Descripción del empleo

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer-focused adviser to provide product guidance to a defined market. You will handle basic inquiries, perform data validation in the CRM, and proactively develop relationships with prospective clients.

The role emphasizes consultative selling, adherence to compliance standards, and collaboration with colleagues to resolve customer needs. A strong communication skill set and proactive outreach are essential for success.