Client-Focused Financial Advisor & Growth Builder

Old Mutual South Africa; Parys; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa seeks a customer-focused professional to deliver standard service activities, handle inquiries, and maintain accurate CRM data. You will interview customers to clarify needs, develop relationships, and identify sales opportunities while adhering to compliance standards.

You will support routine business development tasks and follow established procedures to ensure quality and timely responses to client queries.

Qualifications

• NQF Level 5 or equivalent is required.
• Experience in customer service and sales support is preferred.
• Ability to follow a multilevel sales script and document follow-ups.

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.
• Ensure customer details in CRM are accurate and document follow-up actions.
• Interview customers to clarify requirements following the sales script.
• Make calls to develop relationships and identify sales opportunities.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support business development tasks and follow established procedures.
• Identify potential customers from information provided by others.

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 (Required)

Tools

CRM Software

Job description

Old Mutual South Africa seeks a customer-focused professional to deliver standard service activities, handle inquiries, and maintain accurate CRM data. You will interview customers to clarify needs, develop relationships, and identify sales opportunities while adhering to compliance standards.

You will support routine business development tasks and follow established procedures to ensure quality and timely responses to client queries.