Client-Centric Financial Solutions Advisor

Old Mutual South Africa; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Pretoria is seeking a professional to enhance customer relationships through service excellence and proactive sales opportunities. Key responsibilities include managing customer inquiries, receiving visitors, and following operational compliance. Candidates should possess a Matriculation Certificate and demonstrate strong customer-focused skills. This role offers opportunities for professional growth in a supportive environment.

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 various requests for information.
• Ensure that basic customer details are accurate in the system and make notes of follow‑up actions.
• Interview the customer to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure adherence to quality standards.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining information from existing customers.
• Select appropriate data from information and input that data into spreadsheets.
• Demonstrate understanding of the value of networking by participating in and contributing to a network.

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

Matriculation Certificate (Matric)

Job description

A leading financial services provider in Pretoria is seeking a professional to enhance customer relationships through service excellence and proactive sales opportunities. Key responsibilities include managing customer inquiries, receiving visitors, and following operational compliance. Candidates should possess a Matriculation Certificate and demonstrate strong customer-focused skills. This role offers opportunities for professional growth in a supportive environment.