Financial Consultant – Client Solutions & Growth

Old Mutual Finance (Pty) Ltd; Mpumalanga; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa is seeking a customer service advocate to advise on a range of products for a designated market. You will handle inquiries, support sales through relationship development, and ensure data accuracy in CRM systems.

The role emphasizes compliance, data entry, and proactive client engagement, with opportunities to contribute to business development within a regulated framework.

Qualifications

• Experience in customer service and sales support is expected.
• Knowledge of CRM systems is advantageous.
• Ability to follow standard procedures and compliance rules.

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 details in the system are accurate and document follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or visit allocated potential customers to develop relationships.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

Old Mutual Finance (Pty) Ltd in South Africa is seeking a customer service advocate to advise on a range of products for a designated market. You will handle inquiries, support sales through relationship development, and ensure data accuracy in CRM systems.

The role emphasizes compliance, data entry, and proactive client engagement, with opportunities to contribute to business development within a regulated framework.