Client Growth & Advisory Specialist

Old Mutual Life Assurance Company (SA) Ltd (PFA); Wolmaransstad; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service and sales support professional in South Africa. You will perform standard customer service tasks, verify CRM data accuracy, clarify customer needs, and pursue sales opportunities while building relationships.

The role emphasizes compliance with protocols and proactive client engagement. The position involves handling inquiries, assisting visitors, and contributing to business development while following established

Qualifications

• NQF Level 5 or higher, Advanced or Occupational Certificate or equivalent required.
• Designated group employment equity per Old Mutual South Africa policy.

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 more complex matters to colleagues.
• Ensure that basic customer details in the CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or visit potential customers to develop relationships and be first contact for queries.
• Follow mandatory procedures to ensure work meets quality standards and regulatory codes.
• Support business development tasks and follow established procedures.
• Identify potential customers by gathering referrals and recommendations.
• Input data into spreadsheets or standard formats from information provided.
• Demonstrate networking value by engaging with internal and external networks.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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 equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service and sales support professional in South Africa. You will perform standard customer service tasks, verify CRM data accuracy, clarify customer needs, and pursue sales opportunities while building relationships.

The role emphasizes compliance with protocols and proactive client engagement. The position involves handling inquiries, assisting visitors, and contributing to business development while following established