Client-Centric Financial Advisor: Growth & CRM

Old Mutual Limited; Vereeniging; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a dedicated professional to support customer service and CRM data accuracy while assisting with business development. You will make calls and respond to inquiries, ensuring information is correctly captured in the CRM system and that follow-up actions are clearly noted.

The role emphasizes identifying customer needs, developing relationships, and identifying new sales opportunities within established procedures and standards.

Qualifications

• Interview the customer using a multilevel sales script to clarify requirements.
• Follow established procedures to ensure compliance with standards.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure CRM data accuracy and record follow-up actions from each sales call.
• Identify potential customers by gathering 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 (Required)

Tools

CRM Software

Job description

Old Mutual Limited is seeking a dedicated professional to support customer service and CRM data accuracy while assisting with business development. You will make calls and respond to inquiries, ensuring information is correctly captured in the CRM system and that follow-up actions are clearly noted.

The role emphasizes identifying customer needs, developing relationships, and identifying new sales opportunities within established procedures and standards.