Client-Centric Financial Solutions Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mahikeng; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Customer Service professional to carry out standard service activities and handle routine inquiries. You will assess compliance, receive visitors, and maintain CRM data accuracy while developing relationships with potential customers.

The role involves interviewing customers to clarify needs, and proactively pursuing sales opportunities through calls and referrals, following established procedures and compliance standards.

Qualifications

• Experience in customer service processes and CRM data handling.
• Ability to interview customers to clarify requirements.
• Proven ability to develop relationships and identify sales opportunities.

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 system are accurate and note follow-ups.
• Interview customers to clarify requirements using a multilevel script.
• Make calls to allocated potential customers to develop relationships.

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Customer Service professional to carry out standard service activities and handle routine inquiries. You will assess compliance, receive visitors, and maintain CRM data accuracy while developing relationships with potential customers.

The role involves interviewing customers to clarify needs, and proactively pursuing sales opportunities through calls and referrals, following established procedures and compliance standards.