Client-Centric Financial Solutions Advisor

Old Mutual; Thembisile Hani Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Thembisile Hani Local Municipality seeks a dedicated professional to handle customer service and development tasks. Responsibilities include managing customer inquiries, networking, and following compliance procedures. Required skills include consultative selling, customer service, and relationship management. Candidates must have NQF Level 4 or equivalent. This is an opportunity to join a team focused on growth and customer satisfaction.

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 basic customer details held in the system are accurate.
• Clarify the customer's requirements through interviews.
• Make calls to potential customers to develop relationships.
• Follow procedures to ensure work meets quality standards.
• Carry out routine business development support tasks.
• Identify potential customers through referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Participate in a network of people and ideas inside and outside the company.

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 4 - Grade 12, School Leaving Certificate

Job description

A financial services company in Thembisile Hani Local Municipality seeks a dedicated professional to handle customer service and development tasks. Responsibilities include managing customer inquiries, networking, and following compliance procedures. Required skills include consultative selling, customer service, and relationship management. Candidates must have NQF Level 4 or equivalent. This is an opportunity to join a team focused on growth and customer satisfaction.