Financial Adviser: Client Growth & Solutions

Old Mutual South Africa; Sasolburg; Presencial; ZAR 180 000 - 260 000; Tempo integral

Resumo da oferta

Old Mutual South Africa in Sasolburg is seeking a Customer Service/Sales Support professional. You will carry out standard customer service activities, handle inquiries, and maintain CRM data accuracy while developing customer relationships.

You will interview customers to clarify needs, identify sales opportunities, and support business development. The role emphasizes compliance with standards and procedures within a dynamic sales environment.

Qualificações

• NQF Level 4 or equivalent qualification is required.
• Experience in customer service or sales is preferred.
• Ability to interview, qualify prospects and develop relationships.

Responsabilidades

• 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 CRM data is accurate and notes follow-up actions from each sales call.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be the first contact for queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Support routine business development tasks and assist others by following procedures.
• Identify potential customers by obtaining information, referrals and recommendations.
• Input data into spreadsheets or standard formats and understand the value of networking.

Conhecimentos

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

Formação académica

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Descrição da oferta de emprego

Old Mutual South Africa in Sasolburg is seeking a Customer Service/Sales Support professional. You will carry out standard customer service activities, handle inquiries, and maintain CRM data accuracy while developing customer relationships.

You will interview customers to clarify needs, identify sales opportunities, and support business development. The role emphasizes compliance with standards and procedures within a dynamic sales environment.