Consultative Finance Advisor

Old Mutual Finance (Pty) Ltd

Polokwane

In loco

ZAR 112.000 - 156.000

Tempo pieno

4 giorni fa

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Descrizione del lavoro

Old Mutual is seeking a Customer Service/Sales Advisor to provide advice on a range of products to a specific market. You will handle routine inquiries, verify data in the CRM, and support business development with a structured sales script.

The role requires strong communication, relationship-building, and adherence to compliance standards. Responsibilities include assessing customer needs, identifying sales opportunities, and maintaining accurate records.

Competenze

NQF Level 4 – Grade 12 or equivalent required.
Employment Equity Plan policy adherence is expected.
Closing date noted in the job posting is 14 November 2026.

Mansioni

Provide standard customer service activities and handle simple inquiries.
Assess compliance with established standards and protocols for routine inquiries.
Receive visitors and refer more complex matters to colleagues.
Ensure CRM data is accurate and note follow-up actions from sales calls.
Interview customers to clarify requirements using a multilevel sales script.
Make calls to allocated potential customers to develop relationships.
Follow mandatory procedures to ensure quality and regulatory compliance.
Carry out routine business development support tasks following established procedures.
Identify potential customers by obtaining information and referrals.
Input data into spreadsheets or standard formats.
Demonstrate networking value by contributing to a network of people, technologies, and ideas.