Client-Focused Financial Advisor & Solutions Champion

oldmutual; Vanderbijlpark; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service professional in Vanderbijlpark to handle routine inquiries, interview customers to clarify requirements, and support business development by identifying sales opportunities. You will maintain CRM data accuracy and follow established procedures to ensure service quality.

The role emphasizes relationship development, cross-functional coordination, and adherence to regulatory and internal codes of conduct as part of daily activities.

Qualifications

• Customer service activities and handling simple inquiries.
• Interviewing customers to clarify requirements.
• Developing relationships with potential customers and providing first contact for queries.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with various information requests.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Probing Questions

Oral Communications

Sales Data Management

Sales Software

Education

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

Tools

CRM Data Management

Job description

Old Mutual South Africa is seeking a customer service professional in Vanderbijlpark to handle routine inquiries, interview customers to clarify requirements, and support business development by identifying sales opportunities. You will maintain CRM data accuracy and follow established procedures to ensure service quality.

The role emphasizes relationship development, cross-functional coordination, and adherence to regulatory and internal codes of conduct as part of daily activities.