Client-Centric Financial Solutions Consultant

EdUpStairs; Cape Town; On-site; ZAR 67,000 - 100,000; Full time

Job summary

Old Mutual seeks an intern to provide customer service, perform CRM data maintenance, and support business development activities in a dynamic sales environment. You will interview customers, clarify needs, and develop relationships while ensuring compliance with standard procedures and ethics.

The role involves field and phone outreach, handling inquiries, and contributing to sales opportunities while learning multilevel sales scripts and data management in CRM systems.

Qualifications

• Consultative selling and customer-focused engagement.
• Handling customer inquiries and providing information.

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, referring more complex matters to colleagues.
• Ensure customer details in CRM are accurate and note follow-up actions.
• Interview customers to clarify their requirements using a multilevel sales script.
• Make calls to develop relationships with allocated potential customers.
• Follow mandatory procedures to ensure quality and regulatory adherence.
• Carry out routine business development support tasks following procedures.
• Identify potential customers by soliciting information from existing customers.
• Input data into spreadsheets in standard formats.
• Demonstrate understanding of networking value within 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

Matriculation Certificate (Matric)

Job description

Old Mutual seeks an intern to provide customer service, perform CRM data maintenance, and support business development activities in a dynamic sales environment. You will interview customers, clarify needs, and develop relationships while ensuring compliance with standard procedures and ethics.

The role involves field and phone outreach, handling inquiries, and contributing to sales opportunities while learning multilevel sales scripts and data management in CRM systems.