Financial Advisor | Customer-Centric Growth & Solutions

Old Mutual Life Assurance Company (SA) Ltd (PFA); Upington; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Upington invites applications for a customer service and sales support role. You will handle standard customer inquiries, maintain CRM data, and refer complex issues to colleagues while building relationships with potential clients.

You’ll interview clients to clarify needs, identify sales opportunities, input data into spreadsheets, and ensure compliance with regulatory standards.

Qualifications

• Proven ability to upsell and develop customer relationships.
• Experience with CRM data and sales scripting.
• Excellent communication and listening skills.
• Knowledge of regulatory compliance and quality standards.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Input and maintain accurate customer data in CRM.
• Interview customers to clarify requirements using a multi-level sales script.
• Develop relationships with potential customers through calls or visits.
• Provide first contact for resolving queries and complaints.
• Follow mandatory procedures to meet quality and regulatory codes.
• Support routine business development tasks and follow procedures.
• Identify potential customers from referrals and recommendations.
• Input data into spreadsheets and explore datasets.
• Demonstrate networking value within the company and beyond.

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) in Upington invites applications for a customer service and sales support role. You will handle standard customer inquiries, maintain CRM data, and refer complex issues to colleagues while building relationships with potential clients.

You’ll interview clients to clarify needs, identify sales opportunities, input data into spreadsheets, and ensure compliance with regulatory standards.