Consultative Financial Advisor - Grow Relationships & Revenue

Old Mutual; Kuruman; On-site; ZAR 150 000 - 250 000; Full time

Job summary

A leading financial services company in Kuruman is seeking a customer service professional to handle inquiries and develop customer relationships. Applicants should have NQF Level 5 qualifications and a strong emphasis on customer focus and relationship management. This role involves various customer service activities, adherence to quality standards, and proactive networking to assess customer needs.

Responsibilities

• 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 various requests for information, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Follow mandatory procedures to ensure quality standards.
• Carry out routine business development support tasks.
• Identify potential customers through information and referrals.
• Select appropriate data for input into standard formats.
• Demonstrate understanding of networking value.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading financial services company in Kuruman is seeking a customer service professional to handle inquiries and develop customer relationships. Applicants should have NQF Level 5 qualifications and a strong emphasis on customer focus and relationship management. This role involves various customer service activities, adherence to quality standards, and proactive networking to assess customer needs.