Client-Focused Financial Solutions Advisor

Old Mutual Limited; Vryburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a Customer Service and Sales Support role. You will handle inquiries, collect customer data, and follow scripts to clarify needs while developing relationships with prospects.

You will ensure data accuracy in CRM, follow compliance procedures, and support business development by identifying sales opportunities and inputting data into spreadsheets.

Qualifications

• NQF Level 5 to higher or equivalent required.
• Strong customer service and communication skills.

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, referring complex matters to colleagues.
• Ensure CRM data accuracy and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or visit allocated potential customers to develop relationships.
• Follow procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers by gathering referrals and recommendations.
• Select data from information provided and input into spreadsheets.

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)

Job description

Old Mutual Limited in South Africa seeks a Customer Service and Sales Support role. You will handle inquiries, collect customer data, and follow scripts to clarify needs while developing relationships with prospects.

You will ensure data accuracy in CRM, follow compliance procedures, and support business development by identifying sales opportunities and inputting data into spreadsheets.