Financial Advisor & Client Growth Specialist

Old Mutual Life Assurance Company (SA) Ltd (PFA); Kuruman; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service and sales support professional in South Africa to handle routine inquiries, support visitors, and maintain accurate CRM data. You will interview customers per a multilevel sales script to clarify requirements and help identify sales opportunities.

The role emphasizes regulatory compliance, data entry, and routine business development tasks while building relationships with customers.

Qualifications

• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• NQF Level 5 or equivalent, required.
• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.

Responsibilities

• Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors: Receive visitors and assist with information requests, referring complex matters to colleagues.
• CRM Data: Ensure customer details in the system are accurate and note follow-up actions that have been promised.
• Customer Needs Clarification: Interview the customer following a multilevel sales script to clarify requirements.
• Customer Relationship Development / Prospecting: Make calls to allocated potential customers to develop relationships.
• Operational Compliance: Follow procedures to meet quality standards and regulatory codes.
• Business Development: Carry out routine business development support tasks.
• Sales Opportunities Creation: Identify potential customers by referrals and recommendations.
• Data Exploration: Input data into spreadsheets or standard formats.
• Network of Influence: Participate in a network of people, technologies, and ideas.

Skills

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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service and sales support professional in South Africa to handle routine inquiries, support visitors, and maintain accurate CRM data. You will interview customers per a multilevel sales script to clarify requirements and help identify sales opportunities.

The role emphasizes regulatory compliance, data entry, and routine business development tasks while building relationships with customers.