Client-Centric Financial Advisor

oldmutual; Vanderbijlpark; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual is seeking a proactive Customer Service/Business Development professional in Vanderbijlpark. You will handle inquiries, assist visitors, and support CRM data integrity while following compliance standards.

You will interview customers, clarify needs using a multilevel script, and identify sales opportunities through proactive outreach. This role emphasizes relationship development and routine business development tasks.

Qualifications

• Consultative selling experience is required.
• Ability to manage customer data and CRM notes.
• Strong oral communication and active listening.
• Ability to identify customer needs and sales opportunities.

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, referring complex matters to colleagues.
• Ensure CRM data is accurate and notes follow up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers by obtaining referrals and recommendations.

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

Job description

Old Mutual is seeking a proactive Customer Service/Business Development professional in Vanderbijlpark. You will handle inquiries, assist visitors, and support CRM data integrity while following compliance standards.

You will interview customers, clarify needs using a multilevel script, and identify sales opportunities through proactive outreach. This role emphasizes relationship development and routine business development tasks.