Client-Centric Financial Solutions Consultant

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

Job summary

Old Mutual Limited in Cape Town is seeking a customer-focused professional to support a range of financial products, handle standard inquiries, and contribute to delivering excellent service. You will maintain accurate CRM data, log follow-ups, and assist with first contact for issues.

You will interview customers to clarify needs with a multilevel sales script, develop relationships through calls or visits, and assist with business development while adhering to mandatory compliance procedures.

Qualifications

• 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 more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and note follow-up actions.
• Interview the customer following a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships and provide first point of contact for queries.
• Follow a range of mandatory procedures to ensure quality and regulatory compliance.
• Identify potential customers by obtaining information, referrals, and recommendations.
• Select appropriate data from information provided and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value by participating in a network of people, technologies, and ideas.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests, referring more complex matters to colleagues.
• Maintain accurate CRM data and log follow-up actions from calls.
• Interview customers to clarify their requirements using a multilevel sales script.
• Develop relationships with allocated potential customers and act as first contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory codes.
• Identify potential customers through referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Engage in networking to leverage connections inside and outside the company.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Old Mutual Limited in Cape Town is seeking a customer-focused professional to support a range of financial products, handle standard inquiries, and contribute to delivering excellent service. You will maintain accurate CRM data, log follow-ups, and assist with first contact for issues.

You will interview customers to clarify needs with a multilevel sales script, develop relationships through calls or visits, and assist with business development while adhering to mandatory compliance procedures.