Client-Focused Financial Advisor & Solutions Strategist

Old Mutual South Africa; Potchefstroom; Presencial; ZAR 180 000 - 300 000; Tempo integral

Resumo da oferta

Old Mutual South Africa invites applications for a role focused on customer service, needs clarification, and CRM data integrity in Potchefstroom. You will engage with customers, assess inquiries, and convert opportunities through a consultative selling approach.

The role emphasizes compliance with standards, visit reception, and networking. The successful candidate will manage relationships, support business development, and ensure accurate data for follow-up actions.

Qualificações

• Requires an NQF Level 5 qualification or equivalent.
• Experience in customer service and sales environments.
• Ability to follow scripts and document interactions accurately.

Responsabilidades

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Maintain CRM data accuracy and record follow-up actions.
• Clarify customer requirements using a multilevel sales script.
• Develop relationships and identify sales opportunities through proactive outreach.
• Adhere to mandatory procedures to meet quality and regulatory codes.
• Support business development and routine tasks following established procedures.
• Identify potential customers from referrals and existing networks.

Conhecimentos

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

Formação académica

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

Ferramentas

CRM Software

Descrição da oferta de emprego

Old Mutual South Africa invites applications for a role focused on customer service, needs clarification, and CRM data integrity in Potchefstroom. You will engage with customers, assess inquiries, and convert opportunities through a consultative selling approach.

The role emphasizes compliance with standards, visit reception, and networking. The successful candidate will manage relationships, support business development, and ensure accurate data for follow-up actions.