Financial Advisory Growth & Client Success

oldmutual; Springbok; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Springbok seeks a customer service professional to handle routine inquiries, verify CRM data, and support business development activities. You will interview customers, clarify needs, and reference multilevel sales scripts to identify opportunities.

The role involves responding to inquiries, guiding visitors, and ensuring compliance with procedures. The position focuses on building customer relationships, delivering timely information, and collaborating with colleagues to resolve

Qualifications

• Interview customers to clarify requirements using a multilevel sales script.
• Follow standard procedures to ensure quality and regulatory compliance.
• Provide first point of contact for resolving customer queries and complaints.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure customer data in the CRM is accurate and notes follow-up actions.
• Develop relationships with allocated potential customers and identify sales opportunities.
• Input data into spreadsheets or standard formats as needed.
• Demonstrate networking for business development and information sharing.

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 in Springbok seeks a customer service professional to handle routine inquiries, verify CRM data, and support business development activities. You will interview customers, clarify needs, and reference multilevel sales scripts to identify opportunities.

The role involves responding to inquiries, guiding visitors, and ensuring compliance with procedures. The position focuses on building customer relationships, delivering timely information, and collaborating with colleagues to resolve