Financial Consultant: CRM-Driven Client Solutions & Growth

Old Mutual; Empangeni; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Empangeni, South Africa is looking for an individual to provide advice on a range of products, handle customer inquiries, and ensure compliance with quality standards. The ideal candidate will have a Matriculation Certificate and skills in consultative selling and customer relationship management. Responsibilities include customer service, identifying sales opportunities, and maintaining accurate CRM data. Join a dynamic team and contribute to the growth of the business while building strong customer relationships.

Responsibilities

• Provide advice on a specific range of products to an allocated market.
• Carry out standard customer service activities and handle inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure accuracy of customer details in the CRM system.
• Interview customers to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards.
• Assist with routine business development support tasks.
• Identify potential customers for new sales opportunities.
• Input data into spreadsheets from provided information.
• Participate in and contribute to a network of influences.

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

Matriculation Certificate (Matric)

Job description

A leading financial services company in Empangeni, South Africa is looking for an individual to provide advice on a range of products, handle customer inquiries, and ensure compliance with quality standards. The ideal candidate will have a Matriculation Certificate and skills in consultative selling and customer relationship management. Responsibilities include customer service, identifying sales opportunities, and maintaining accurate CRM data. Join a dynamic team and contribute to the growth of the business while building strong customer relationships.