Financial Adviser - Consultative Sales & Client Growth

Old Mutual Life Assurance Company (SA) Ltd (PFA)

Noordwes

On-site

ZAR 180,000 - 280,000

Full time

3 days ago

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Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Noordwes is seeking a customer service professional to handle standard inquiries, verify CRM data, and support business development. You will interview customers to clarify needs, develop relationships with prospects, and ensure compliance with internal and external standards.

The role involves data entry, visitor assistance, and following established procedures.

Qualifications

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent is required.

Responsibilities

Provide standard customer service and handle simple inquiries.
Assess compliance with standards and protocols for routine inquiries.
Receive visitors and assist with information requests, referring complex matters to colleagues.
Ensure CRM data accuracy and document follow-up actions from sales calls.
Interview customers to clarify requirements using a multilevel sales script.
Make calls to allocated potential customers to develop relationships and be first contact for queries.
Follow mandatory procedures to meet quality standards and regulatory codes.
Support business development and routine tasks following established procedures.
Identify potential customers by obtaining referrals and recommendations.
Input data into spreadsheets or standard formats; participate in networking activities.