Financial Solutions Advisor

oldmutual; Polokwane; On-site; ZAR 167,000 - 279,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service consultant in Polokwane to provide advice on a range of products for a defined market. You will manage customer inquiries, maintain CRM data, and build relationships with prospective clients.

The role emphasizes compliance with standards, data accuracy, and proactive business development. A strong communication ability and NQF Level 4 qualification are essential for success in this position.

Qualifications

• Customer service and relationship-building experience preferred.
• Ability to interview customers to clarify requirements using a multilevel sales script.
• Experience with CRM data and data entry.
• Understanding of compliance with established standards and protocols.

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, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and note follow-up actions.
• Interview the customer to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks and assist others by following procedures.
• Identify potential customers by obtaining information and referrals from existing customers.
• Input data into spreadsheets or standard formats.
• Demonstrate understanding of networking value by participating in a network of people and ideas.

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking a customer service consultant in Polokwane to provide advice on a range of products for a defined market. You will manage customer inquiries, maintain CRM data, and build relationships with prospective clients.

The role emphasizes compliance with standards, data accuracy, and proactive business development. A strong communication ability and NQF Level 4 qualification are essential for success in this position.