Client-Focused Financial Solutions Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Bloemfontein; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites applications for a customer-focused role based in Bloemfontein. You will handle inquiries, maintain CRM data accuracy, and support prospecting to grow client relationships.

Responsibilities include ensuring compliance, resolving routine queries, and collaborating with colleagues to deliver value through business development and effective customer service.

Responsibilities

• Customer Service - Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis - Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors - Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data - Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised.
• Customer Needs Clarification - Interview the customer to clarify requirements following a multilevel sales script.
• Customer Relationship Development / Prospecting - Make calls to allocated potential customers to develop relationships.
• Operational Compliance - Follow procedures to ensure quality standards and adherence to codes of conduct.
• Business Development - Carry out routine business development support tasks.
• Sales Opportunities Creation - Identify potential customers from referrals and recommendations.
• Data Exploration - Input data into spreadsheets or standard formats.
• Network of Influence - Participate in a network of people, technologies, and ideas inside and outside the company.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites applications for a customer-focused role based in Bloemfontein. You will handle inquiries, maintain CRM data accuracy, and support prospecting to grow client relationships.

Responsibilities include ensuring compliance, resolving routine queries, and collaborating with colleagues to deliver value through business development and effective customer service.