Client-Focused Financial Solutions Advisor

Old Mutual Limited; Potchefstroom; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual is actively seeking a customer service and sales support professional in Potchefstroom. The role focuses on handling inquiries, validating CRM data, and building early customer relationships through scripted interviews and proactive outreach.

Responsibilities include visiting customers, qualifying needs, and collaborating with colleagues to resolve issues in a compliant manner. A strong emphasis on process adherence and cross-functional communication is required.

Qualifications

• Experience in customer service and sales support roles is preferred.
• Ability to interview customers and clarify needs using a script.
• Familiarity with CRM systems and data accuracy responsibilities.

Responsibilities

• 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, refer complex matters to colleagues.
• Ensure basic customer details in CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Assist with routine business development tasks and follow established procedures.
• Identify potential customers from information provided by others and input into standard formats.
• Demonstrate value of networking by participating in a network of people and ideas inside and outside the company.

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 or higher

Job description

Old Mutual is actively seeking a customer service and sales support professional in Potchefstroom. The role focuses on handling inquiries, validating CRM data, and building early customer relationships through scripted interviews and proactive outreach.

Responsibilities include visiting customers, qualifying needs, and collaborating with colleagues to resolve issues in a compliant manner. A strong emphasis on process adherence and cross-functional communication is required.