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Consultative Financial Adviser | Build Trusted Client Relationships

Old Mutual

De Aar

On-site

ZAR 200 000 - 300 000

Full time

30+ days ago

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Job summary

A reputable financial service provider in Northern Cape is seeking an experienced customer service representative to handle inquiries and foster client relationships. Responsibilities include handling customer activities, ensuring compliance with standards, and identifying sales opportunities. The ideal candidate should possess consultative selling skills and hold a qualification equivalent to NQF Level 5. This position offers a great opportunity for growth and customer engagement.

Responsibilities

  • Carry out standard customer service activities and handle simple customer inquiries.
  • Assess compliance with established standards for routine inquiries.
  • Interview customers using a multilevel sales script to clarify their requirements.

Skills

Consultative Selling
Customer Service
Customer-Focused
Evaluating Information
Sales Data Management
Identifying Customer Needs
Oral Communications

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent
Job description
A reputable financial service provider in Northern Cape is seeking an experienced customer service representative to handle inquiries and foster client relationships. Responsibilities include handling customer activities, ensuring compliance with standards, and identifying sales opportunities. The ideal candidate should possess consultative selling skills and hold a qualification equivalent to NQF Level 5. This position offers a great opportunity for growth and customer engagement.
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