Client Success & Financial Solutions Advisor

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual South Africa in Vanderbijlpark seeks a Customer Service and Sales Support professional to handle routine inquiries, clarify customer needs, and develop relationships with prospects. You will follow scripts, input data, and ensure CRM records are accurate while adhering to regulatory standards.

You will perform simple investigations, receive visitors, and contribute to business development with a focus on quality service and stakeholder satisfaction within a designated group.

Qualifications

• NQF Level 5 or higher certificate or equivalent is required.
• Experience in consultative selling and customer service.
• Ability to follow sales scripts and document customer interactions.

Responsibilities

• Carry out standard customer service activities and handle inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Input basic customer details into the CRM and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop relationships with potential customers and identify sales opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks and assist colleagues as needed.
• Identify potential customers from referrals and inquiries.
• Input data into spreadsheets or standard formats.
• Participate in a network of colleagues, technologies, and ideas.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

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 South Africa in Vanderbijlpark seeks a Customer Service and Sales Support professional to handle routine inquiries, clarify customer needs, and develop relationships with prospects. You will follow scripts, input data, and ensure CRM records are accurate while adhering to regulatory standards.

You will perform simple investigations, receive visitors, and contribute to business development with a focus on quality service and stakeholder satisfaction within a designated group.