Client Relationship & Financial Solutions Advisor

Old Mutual Limited; Polokwane; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking a customer-focused professional to perform frontline customer service activities, analyze solutions, and manage CRM data. The role involves receiving visitors, clarifying customer needs, and developing relationships through proactive outreach and networking.

The position emphasizes adherence to compliance standards, data quality, and routine business development support, with opportunities to create sales leads and manage customer inquiries efficiently.

Qualifications

• Experience in consultative selling and managing customer relationships.
• Strong communication and interpersonal skills.
• NQF Level 5 or higher qualification required.

Responsibilities

• Customer Service – handle standard customer inquiries and basic requests.
• Solutions Analysis – assess compliance with standards for routine inquiries.
• Receiving Visitors – assist visitors and route complex queries to colleagues.
• CRM Data – ensure customer details are accurate and note follow-up actions.
• Customer Needs Clarification – interview customers to clarify requirements.
• Customer Relationship Development / Prospecting – make calls to develop relationships and be first contact for queries.
• Operational Compliance – follow mandatory procedures to meet quality standards and codes of conduct.
• Business Development – support routine development tasks following procedures.
• Sales Opportunities Creation – identify potential customers from referrals and recommendations.
• Data Exploration – select data from information provided and input into standard formats.
• Network of Influence – participate in networking to connect people, technologies, and ideas.

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

Job description

Old Mutual Limited is seeking a customer-focused professional to perform frontline customer service activities, analyze solutions, and manage CRM data. The role involves receiving visitors, clarifying customer needs, and developing relationships through proactive outreach and networking.

The position emphasizes adherence to compliance standards, data quality, and routine business development support, with opportunities to create sales leads and manage customer inquiries efficiently.