Financial Growth & Relationship Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA); Ladybrand; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Customer Service professional to handle routine inquiries, clarify customer needs, and support sales development in Ladybrand. You will maintain CRM data, follow multi-level sales scripts, and refer complex issues to colleagues as needed.

The role focuses on building customer relationships, identifying sales opportunities, and ensuring compliance with internal and external standards. Employment equity applies.

Qualifications

• NQF Level 5 or higher qualification required.
• Experience in customer service or sales is preferred.

Responsibilities

• Provide standard customer service and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, escalating complex matters.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Customer Service professional to handle routine inquiries, clarify customer needs, and support sales development in Ladybrand. You will maintain CRM data, follow multi-level sales scripts, and refer complex issues to colleagues as needed.

The role focuses on building customer relationships, identifying sales opportunities, and ensuring compliance with internal and external standards. Employment equity applies.