Client-First Financial Advisor – Growth & CRM

Old Mutual Limited; Amahlathi Local Municipality; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited invites applications for a customer services and sales support role in South Africa. The role covers handling standard inquiries, visiting clients, clarifying needs, prospecting, and maintaining CRM data to support business development.

You will follow a multilevel sales script to interview customers, refer complex matters, and ensure compliant operations while building stakeholder relationships.

Qualifications

• Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.
• 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.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships.

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 that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.
• Make calls to allocated potential customers to develop relationships and provide a first point of contact for resolving customer queries and complaints.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Customer Needs

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, National or Occupational Certificate or equivalent (Required)

Tools

Sales Software

Job description

Old Mutual Limited invites applications for a customer services and sales support role in South Africa. The role covers handling standard inquiries, visiting clients, clarifying needs, prospecting, and maintaining CRM data to support business development.

You will follow a multilevel sales script to interview customers, refer complex matters, and ensure compliant operations while building stakeholder relationships.