Client-Focused Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA); Noordwes; Vor Ort; ZAR 180.000 - 320.000; Vollzeit

Zusammenfassung

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites applicants for a customer-focused role supporting sales and service activities across its life assurance range. You will handle standard customer inquiries, maintain CRM data accuracy, and refer more complex matters to colleagues to ensure exceptional service.

The position involves interviewing customers using a multilevel sales script, developing relationships with potential clients by phone or in person, identifying needs and sales

Qualifikationen

• Experience in customer service or sales environment.
• Ability to interview customers using a multilevel sales script.
• Proven ability to maintain accurate CRM data and log follow-ups.
• Strong communication and listening skills.
• Compliance with established procedures and codes of conduct.

Aufgaben

• 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.
• Ensure that basic customer details held in the system are accurate and log follow-ups.
• Interview the customer following a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships and identify opportunities.
• Follow mandatory procedures to ensure quality and regulatory adherence.
• Carry out routine business development support tasks per established procedures.
• Identify potential customers by obtaining information and referrals.

Kenntnisse

Consultative Selling

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Identifying Customer Needs

Oral Communications

Network of Influence

Customer Feedback Management

Data Exploration

Ausbildung

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Jobbeschreibung

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites applicants for a customer-focused role supporting sales and service activities across its life assurance range. You will handle standard customer inquiries, maintain CRM data accuracy, and refer more complex matters to colleagues to ensure exceptional service.

The position involves interviewing customers using a multilevel sales script, developing relationships with potential clients by phone or in person, identifying needs and sales