Financial Advisory & Client Growth Specialist

Old Mutual South Africa; Vereeniging; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service-oriented professional to perform routine inquiries, maintain CRM data accuracy, and assist with information requests. You will interview customers to clarify needs and identify potential sales opportunities within a compliant framework.

The role emphasizes relationship development, follow-up, and adherence to regulatory standards while supporting business development in the South Africa market.

Qualifications

• Customer service-focused role requiring basic data handling and compliance awareness.
• CRM data accuracy and follow-up actions are part of daily tasks.
• Interview customers to clarify needs and identify sales opportunities.

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; refer complex matters.
• Update CRM data and note follow-up actions from sales calls.

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 South Africa is seeking a customer service-oriented professional to perform routine inquiries, maintain CRM data accuracy, and assist with information requests. You will interview customers to clarify needs and identify potential sales opportunities within a compliant framework.

The role emphasizes relationship development, follow-up, and adherence to regulatory standards while supporting business development in the South Africa market.