Africa-Focused Financial Solutions Consultant

Old Mutual Limited; Upington; Sur place; ZAR 180 000 - 300 000; Plein temps

Résumé du poste

Old Mutual Limited in South Africa invites applications for a position focused on customer service, sales support and data management within a CRM framework. You will handle inquiries, clarify needs, and develop relationships with allocated customers while ensuring compliance with standards.

Key tasks include prospecting, data entry, and providing first point of contact for queries. A customer-focused mindset and strong communication skills are essential for success in this role.

Qualifications

• Experience with customer service and CRM data handling.
• Ability to interview customers and gather requirements.
• Familiarity with data entry and basic spreadsheet use.

Responsabilités

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data accuracy and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Identify potential customers and develop relationships to create sales opportunities.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Provide routine business development support and assist others with procedures.
• Input data into spreadsheets or standard formats.
• Engage in networking to leverage internal and external relationships.

Connaissances

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Description du poste

Old Mutual Limited in South Africa invites applications for a position focused on customer service, sales support and data management within a CRM framework. You will handle inquiries, clarify needs, and develop relationships with allocated customers while ensuring compliance with standards.

Key tasks include prospecting, data entry, and providing first point of contact for queries. A customer-focused mindset and strong communication skills are essential for success in this role.