Client-Focused Financial Solutions Consultant

Old Mutual Finance (Pty) Ltd; Welkom; Sur place; ZAR 180 000 - 280 000; Plein temps

Résumé du poste

Old Mutual Finance (Pty) Ltd in Welkom, South Africa, seeks a customer-focused professional to support sales and service activities. You will handle inquiries, verify customer data, and follow scripts to clarify needs while building relationships with potential customers.

You will engage in compliant processes and contribute to business development while maintaining accurate records and following established procedures.

Qualifications

• National Certification is required.
• Experience in customer service or sales is advantageous.

Responsabilités

• 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 customer details in the system are accurate and note follow-up actions.
• Clarify customer requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be the first contact for queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by obtaining information and referrals.
• Select data from information and input into spreadsheets or standard formats.
• Demonstrate networking value by contributing to a network of people, technologies, and ideas.

Connaissances

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales Competencies

Customer Focus

Instills Trust

Interpersonal Savvy

Manages Complexity

Formation

National Certification (Nat Cert)

Description du poste

Old Mutual Finance (Pty) Ltd in Welkom, South Africa, seeks a customer-focused professional to support sales and service activities. You will handle inquiries, verify customer data, and follow scripts to clarify needs while building relationships with potential customers.

You will engage in compliant processes and contribute to business development while maintaining accurate records and following established procedures.