Client-Centric Financial Advisor

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

Job summary

Old Mutual South Africa seeks a customer-focused professional to support service delivery and develop sales opportunities. You will handle routine inquiries, ensure CRM data quality, and assist with visitor reception while following regulatory and internal standards.

You will interview customers to clarify needs, make prospecting calls, and input information into standard formats, contributing to a networked approach across teams.

Qualifications

• Includes entry to mid level sales and customer service responsibilities.
• Familiarity with CRM data handling and standard protocols.
• Ability to follow a multilevel sales script and escalate complex issues.

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, directing complex matters to colleagues.
• Ensure customer details in the system are accurate and note follow-up actions.
• Interview customers to clarify requirements following a sales script.
• Make calls to develop relationships with allocated potential customers.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks per established procedures.
• Identify potential customers by gathering referrals and recommendations.
• Input data into spreadsheets or standard formats from information provided.
• Demonstrate understanding of networking value within the company.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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 seeks a customer-focused professional to support service delivery and develop sales opportunities. You will handle routine inquiries, ensure CRM data quality, and assist with visitor reception while following regulatory and internal standards.

You will interview customers to clarify needs, make prospecting calls, and input information into standard formats, contributing to a networked approach across teams.