Financial Adviser - Client Growth & CRM

oldmutual; Noordwes; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

Old Mutual South Africa in Noordwes is seeking a customer service and sales support professional. You will handle inquiries, clarify needs, and build relationships with potential customers while ensuring CRM data accuracy and compliance.

You will also assist with routine business development, data management, and referrals to grow the customer base. The role emphasizes consultative selling, data entry, and effective communication, requiring an NQF Level 5 or higher and a proactive approach to

Qualifikationen

• Experience in customer service and sales support environments.
• Ability to follow established procedures and compliance standards.
• Strong communication and data entry skills.

Aufgaben

• 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.
• Ensure CRM data accuracy and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocate prospects to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and codes of conduct.
• Provide routine business development support and follow established procedures.
• Identify potential customers from referrals and recommendations.
• Select data and input into spreadsheets or standard formats.
• Contribute to a network of influence inside and outside the company.

Kenntnisse

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

Ausbildung

NQF Level 5 or higher

Tools

CRM software

Jobbeschreibung

Old Mutual South Africa in Noordwes is seeking a customer service and sales support professional. You will handle inquiries, clarify needs, and build relationships with potential customers while ensuring CRM data accuracy and compliance.

You will also assist with routine business development, data management, and referrals to grow the customer base. The role emphasizes consultative selling, data entry, and effective communication, requiring an NQF Level 5 or higher and a proactive approach to