Client-Centric Financial Advisor: Growth & Solutions

Old Mutual Limited; Sasolburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking a customer-focused professional to deliver standard service activities, handle inquiries, and begin relationship development with potential customers. You will interview clients, assist with information requests, and document follow-ups using a multilevel sales script.

Responsibilities include CRM data accuracy, basic compliance, and supportive business development activities. This role emphasizes customer insights, proactive outreach, and consistent service

Qualifications

• Interview customers following a multilevel sales script to clarify requirements.
• Carry out routine customer service activities and handle simple inquiries.
• Refer complex matters to colleagues while documenting follow-ups and actions.

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 basic customer details in the CRM are accurate and note follow-ups.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development and follow established procedures.
• Identify potential customers by obtaining referrals and recommendations.
• Input data into spreadsheets or standard formats and explore data provided.

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

Sales Software

Job description

Old Mutual Limited is seeking a customer-focused professional to deliver standard service activities, handle inquiries, and begin relationship development with potential customers. You will interview clients, assist with information requests, and document follow-ups using a multilevel sales script.

Responsibilities include CRM data accuracy, basic compliance, and supportive business development activities. This role emphasizes customer insights, proactive outreach, and consistent service