Client-Focused Financial Advisor (Consultative Sales)

Old Mutual South Africa; Vryburg; Presencial; ZAR 350 000 - 520 000; Tempo integral

Resumo da oferta

Old Mutual South Africa is recruiting for a client-facing role focused on delivering quality customer service while identifying opportunities to grow the business. The role emphasizes CRM data management and building relationships with decision-makers to drive retention and sales.

Responsibilities include handling complex queries, developing tailored presentations for clients, and ensuring compliance with regulations and internal procedures.

Qualificações

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
• Experience in customer service and sales is preferred.
• Ability to identify opportunities for new business and support retention.

Responsabilidades

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze customer needs and respond to queries with suitable solutions; handle complex cases and resolve problems.
• Maintain CRM records with follow-up actions and call plans to drive retention and business development.
• Develop relationships with decision-makers and influencers to enable two-way information flow and issue resolution.

Conhecimentos

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Formação académica

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Descrição da oferta de emprego

Old Mutual South Africa is recruiting for a client-facing role focused on delivering quality customer service while identifying opportunities to grow the business. The role emphasizes CRM data management and building relationships with decision-makers to drive retention and sales.

Responsibilities include handling complex queries, developing tailored presentations for clients, and ensuring compliance with regulations and internal procedures.