Client Solutions & Relationship Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mpumalanga; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a dynamic Customer Service/Sales Support professional to join our team in South Africa. You will handle standard customer inquiries, perform CRM data maintenance, and support business development activities following established procedures.

You will interview customers, clarify requirements with a multilevel sales script, and help resolve queries as the first point of contact while adhering to compliance rules and internal codes of

Qualifications

• Experience in customer service and sales support.
• Ability to follow scripts and conduct needs clarification.
• Familiar with CRM data entry and basic data management.
• Compliance with internal and external codes.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and refer complex matters to colleagues.
• Maintain accurate CRM data and note follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Engage in business development support tasks and follow established procedures.
• Identify potential customers and create sales opportunities.
• Input data into spreadsheets and use data exploration.
• Build and participate in a network of influence.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Provide first point of contact for queries and complaints.

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) is seeking a dynamic Customer Service/Sales Support professional to join our team in South Africa. You will handle standard customer inquiries, perform CRM data maintenance, and support business development activities following established procedures.

You will interview customers, clarify requirements with a multilevel sales script, and help resolve queries as the first point of contact while adhering to compliance rules and internal codes of