Dynamic Financial Adviser - Sales & CRM Growth

Old Mutual South Africa; South Africa; Sur place; ZAR 240 000 - 320 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a proactive Customer Service/Business Development professional to support routine inquiries, manage CRM data, and develop client relationships. You will interview customers, follow scripts, and refer complex matters to colleagues.

You will also perform data entry and assist in a networked contact strategy to identify opportunities. The role emphasizes adherence to standards and will involve visiting clients and handling basic requests while supporting routine

Qualifications

• NQF Level 4 - Grade 12 or equivalent.
• Experience in customer service or sales is desirable.
• Basic proficiency with data entry and CRM concepts.

Responsabilités

• 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.
• Ensure basic customer details in systems are accurate and document follow-up actions.
• Interview customers following a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships and be first contact for queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks by following procedures.
• Identify potential customers by obtaining information and referrals.
• Input data into spreadsheets or standard formats.
• Engage in network-building activities inside and outside the company.

Connaissances

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Formation

NQF Level 4 - Grade 12

Description du poste

Old Mutual South Africa is seeking a proactive Customer Service/Business Development professional to support routine inquiries, manage CRM data, and develop client relationships. You will interview customers, follow scripts, and refer complex matters to colleagues.

You will also perform data entry and assist in a networked contact strategy to identify opportunities. The role emphasizes adherence to standards and will involve visiting clients and handling basic requests while supporting routine