Client-Centric Financial Advisor

Old Mutual South Africa; De Aar; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service professional to carry out standard activities, handle inquiries, and support data accuracy in CRM. The role involves interviewing customers to clarify needs and identifying sales opportunities while following compliance standards.

You will contribute to business development tasks, build relationships, and provide first-contact resolution for customer queries, with proactive follow-up and documentation.

Qualifications

• Customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters.
• Input basic customer details into systems and follow up actions.

Responsibilities

• Interview the customer following a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks and assist others by following procedures.
• Identify potential customers via referrals to create sales opportunities.
• Select data from information provided and input into spreadsheets or formats.
• Demonstrate understanding of networking value within the company.

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 (Required)

Job description

Old Mutual South Africa is seeking a customer service professional to carry out standard activities, handle inquiries, and support data accuracy in CRM. The role involves interviewing customers to clarify needs and identifying sales opportunities while following compliance standards.

You will contribute to business development tasks, build relationships, and provide first-contact resolution for customer queries, with proactive follow-up and documentation.