Financial Advisor: Customer Growth & Relationships

Old Mutual Limited; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a customer service oriented professional in Bloemfontein to carry out standard service activities and handle inquiries. You will assess compliance, receive visitors, and maintain CRM data with follow-up notes from sales calls.

The role involves interviewing customers to clarify needs, developing relationships with prospects, and ensuring adherence to mandatory procedures and regulatory codes. Training and a structured development path are offered.

Qualifications

• Consultative selling and customer-focused approach are essential.
• Ability to interview and clarify customer requirements using a multilevel sales script.
• Experience handling inquiries and resolving customer issues with CRM data accuracy.

Responsibilities

• Carry out standard customer service activities and handle simple customer 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 note follow-up actions from each sales call.
• Interview customers to clarify requirements following the sales script.
• Make calls to allocated prospects to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Provide routine business development support following established procedures.
• Identify potential customers from referrals and recommendations.
• Input data from information provided into spreadsheets or standard formats.

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 (Required)

Job description

Old Mutual Limited is seeking a customer service oriented professional in Bloemfontein to carry out standard service activities and handle inquiries. You will assess compliance, receive visitors, and maintain CRM data with follow-up notes from sales calls.

The role involves interviewing customers to clarify needs, developing relationships with prospects, and ensuring adherence to mandatory procedures and regulatory codes. Training and a structured development path are offered.