Financial Consultant: Client-Centric Solutions

Old Mutual South Africa; Johannesburg; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

Old Mutual South Africa is looking for a Customer Service/Sales Support Officer to advise on a range of products for a designated market. The role emphasizes delivering excellent customer service, identifying sales opportunities, and maintaining CRM data to support business growth.

You will work within a structured sales framework, handle inquiries, and escalate complex matters to colleagues while adhering to regulatory codes and company procedures.

Qualifikationen

• Minimum A-level equivalent qualification (Grade 12/NQF4) and relevant OCC/NQF certification preferred.
• Experience in customer service or sales support is advantageous.
• Strong communication and listening skills essential.

Aufgaben

• Handle standard customer inquiries and provide service in accordance with established procedures.
• Identify potential sales opportunities and nurture relationships with allocated customers.
• Update and maintain accurate CRM data including follow-up actions.
• Collaborate with colleagues to resolve more complex inquiries and ensure customer satisfaction.
• Follow compliance procedures to meet quality standards and codes of conduct.

Kenntnisse

Consultative Selling

Customer Feedback Management

Customer Focus

Oral Communications

Qualifying Prospects

Sales Data Management

Probing Questions

Sales Software

Ausbildung

NQF Level 4 - Grade 12

Jobbeschreibung

Old Mutual South Africa is looking for a Customer Service/Sales Support Officer to advise on a range of products for a designated market. The role emphasizes delivering excellent customer service, identifying sales opportunities, and maintaining CRM data to support business growth.

You will work within a structured sales framework, handle inquiries, and escalate complex matters to colleagues while adhering to regulatory codes and company procedures.