Financial Advisory & Client Growth Specialist

Old Mutual Limited; Sasolburg; On-site; ZAR 240,000 - 480,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a Customer Service and Sales Support professional who will handle routine inquiries, maintain CRM data, and develop client relationships. The role involves following scripts, identifying sales opportunities, and ensuring compliance with internal and external codes of conduct.

Responsibilities include handling visitors, clarifying needs, and supporting business development while inputting data accurately and maintaining a network of contacts within

Qualifications

• NQF Level 5 or higher is required.
• Strong customer service and sales aptitude needed.
• Ability to follow scripts and adhere to procedures.

Responsibilities

• Carry out standard customer service activities 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 basic customer details in the CRM are accurate and note follow-up actions.
• Interview the customer to clarify requirements using a multilevel sales script.
• Make calls to develop relationships with allocated potential customers.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Provide routine business development support and follow established procedures.
• Identify potential customers by obtaining information and referrals.
• Select data and input into spreadsheets or standard formats.
• Engage in networking to connect with 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 (Required)

Job description

Old Mutual Limited in South Africa is seeking a Customer Service and Sales Support professional who will handle routine inquiries, maintain CRM data, and develop client relationships. The role involves following scripts, identifying sales opportunities, and ensuring compliance with internal and external codes of conduct.

Responsibilities include handling visitors, clarifying needs, and supporting business development while inputting data accurately and maintaining a network of contacts within