Client Solutions Advisor, Financial Services

Old Mutual Limited; Vereeniging; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a customer-focused professional in Gauteng to support sales and service activities. You will perform standard customer service tasks, handle inquiries, and ensure CRM data is accurate while following established procedures.

You will interview customers, clarify needs using a multilevel sales script, and develop relationships with potential clients through calls or in-person meetings. Compliance and data entry are essential parts of the role.

Qualifications

• Education: NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
• Experience in customer service and sales support is advantageous.
• Strong communication and interpersonal skills required.

Responsibilities

• Perform standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries (solutions analysis).
• Receive visitors and assist with information requests, referring complex matters to colleagues.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Qualifying Prospects

Probing Questions

Oral Communications

Identifying Customer Needs

Sales Data Management

Sales Software

Strategic Selling

Education

NQF Level 5

Tools

CRM Software

Spreadsheets

Job description

Old Mutual Limited is seeking a customer-focused professional in Gauteng to support sales and service activities. You will perform standard customer service tasks, handle inquiries, and ensure CRM data is accurate while following established procedures.

You will interview customers, clarify needs using a multilevel sales script, and develop relationships with potential clients through calls or in-person meetings. Compliance and data entry are essential parts of the role.