Durban & Surroundings: Growth-Focused Financial Advisor

Old Mutual Limited; Durban; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a motivated Customer Service & Sales Support professional. You will handle routine inquiries, interview customers to clarify needs, and maintain CRM data with notes on follow-up actions.

You will also assist in developing relationships, identify sales opportunities, and support business development tasks in a regulated environment. The role emphasizes compliant operations, data accuracy, and effective communication within a designated team, with a focus

Qualifications

• Experience in customer service or sales environments.
• Ability to interview customers and clarify requirements.
• Proficient in maintaining CRM data and follow-up actions.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Identifying Needs

Sales Opportunities

Education

NQF Level 5 or Equivalent

Job description

Old Mutual Limited in South Africa seeks a motivated Customer Service & Sales Support professional. You will handle routine inquiries, interview customers to clarify needs, and maintain CRM data with notes on follow-up actions.

You will also assist in developing relationships, identify sales opportunities, and support business development tasks in a regulated environment. The role emphasizes compliant operations, data accuracy, and effective communication within a designated team, with a focus