Financial Consultant & Client Relationship Specialist

EdUpStairs; George; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual is seeking a customer-focused professional to provide advice on a range of products to a defined market. You will handle inquiries, clarify customer needs with a multi-step sales script, and develop relationships through calls and visits.

The role emphasizes compliance, data quality in CRM, and proactive business development. Responsibilities include solving customer queries, following procedures, and identifying new sales opportunities while maintaining customer-centric selling

Qualifications

• National Certification (Nat Cert) is required.
• Carry out standard customer service activities and handle simple customer inquiries.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships and provide first contact for queries.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Ensure basic CRM data accuracy and note follow-up actions and sales call outcomes.
• Identify potential customers by referrals and recommendations from existing customers.
• Follow a range of mandatory procedures to ensure quality standards and regulatory compliance.

Skills

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Education

National Certification

Job description

Old Mutual is seeking a customer-focused professional to provide advice on a range of products to a defined market. You will handle inquiries, clarify customer needs with a multi-step sales script, and develop relationships through calls and visits.

The role emphasizes compliance, data quality in CRM, and proactive business development. Responsibilities include solving customer queries, following procedures, and identifying new sales opportunities while maintaining customer-centric selling