Consultative Financial Adviser

Old Mutual Limited; Gariep Local Municipality; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

Old Mutual South Africa is seeking a service-oriented professional to support customer inquiries, manage CRM data, and assist with business development activities. The role involves following established sales scripts, clarifying customer needs, and escalating complex matters to colleagues as needed.

You will interact with customers, receive visitors, and help identify sales opportunities while ensuring adherence to compliance standards and internal codes of conduct.

Qualifikationen

• Customer service and sales support experience preferred.
• Ability to follow multilevel scripts and standard procedures.

Aufgaben

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Ensure accuracy of basic CRM data and note follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Contact potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and codes.
• Perform routine business development support tasks following procedures.
• Identify potential customers from referrals and information provided.
• Select data and input into spreadsheets or standard formats.
• Demonstrate networking across internal and external contacts.

Kenntnisse

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Evaluating Information

Identifying Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Strengthening Relationships

Ausbildung

NQF Level 5

Jobbeschreibung

Old Mutual South Africa is seeking a service-oriented professional to support customer inquiries, manage CRM data, and assist with business development activities. The role involves following established sales scripts, clarifying customer needs, and escalating complex matters to colleagues as needed.

You will interact with customers, receive visitors, and help identify sales opportunities while ensuring adherence to compliance standards and internal codes of conduct.