Consultative Financial Services Advisor

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 134,000 - 201,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service focused professional to handle routine inquiries and provide first contact support for customers. You will follow a multilevel sales script to clarify requirements and help develop relationships with prospective clients.

You will contribute to data accuracy in CRM, support compliance with standards, and assist in business development tasks. A background in customer service and sales processes is valuable for success in this role.

Qualifications

• NQF Level 5 or higher required.
• Experience with CRM and sales processes is beneficial.

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 information requests, referring complex matters to colleagues.
• Make calls to allocated potential customers to develop relationships and provide first contact for queries and complaints.
• Follow mandatory procedures to ensure quality and regulatory adherence.
• Identify potential customers and assist with business development tasks and sales opportunities creation.
• Input and manage data in spreadsheets or standard formats as needed.

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 or equivalent

Job description

Old Mutual South Africa is seeking a customer service focused professional to handle routine inquiries and provide first contact support for customers. You will follow a multilevel sales script to clarify requirements and help develop relationships with prospective clients.

You will contribute to data accuracy in CRM, support compliance with standards, and assist in business development tasks. A background in customer service and sales processes is valuable for success in this role.