Financial Consultant Intern – Customer Solutions

EdUpStairs; Polokwane; On-site; ZAR 67,000 - 134,000; Part time

Job summary

Old Mutual is seeking an intern to support customer service and CRM data activities in a structured internship program in Polokwane, Limpopo. You will engage with customers, follow scripts to clarify needs, and assist with data entry and routine sales tasks.

Responsibilities include handling inquiries, maintaining accurate CRM records, and supporting business development efforts while learning regulatory and quality standards in a dynamic environment.

Qualifications

• Experience in customer-facing roles is advantageous.
• Strong communication and active listening skills.
• Ability to follow scripts and document customer interactions.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries (CRM-ready).
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; escalate complex matters.
• Ensure customer details in CRM are accurate and notes of follow-up actions are recorded.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be the first contact for queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established processes.
• Identify potential customers via referrals and information gathering.
• Select data from information provided and input into spreadsheets.
• Engage in networking to leverage a network of people and ideas.

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

Job description

Old Mutual is seeking an intern to support customer service and CRM data activities in a structured internship program in Polokwane, Limpopo. You will engage with customers, follow scripts to clarify needs, and assist with data entry and routine sales tasks.

Responsibilities include handling inquiries, maintaining accurate CRM records, and supporting business development efforts while learning regulatory and quality standards in a dynamic environment.