Financial Solutions Advisor — Customer Growth & Impact

Old Mutual South Africa; Welkom; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service and sales support professional in Welkom, South Africa. The role focuses on handling routine inquiries, developing customer relationships, and ensuring CRM data accuracy.

You will follow established procedures to maintain compliance and contribute to business development support tasks. The position requires NQF Level 5 or equivalent and involves interacting with customers to clarify needs, identify opportunities, and document follow-up

Qualifications

• Experience in customer service or sales environments.
• Ability to follow scripts and capture customer information accurately.
• Strong communication and listening skills.
• Ability to manage follow-up actions and notes from sales calls.
• Comfort with making outbound calls and visiting clients when required.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure customer details in the CRM are accurate and record follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop relationships with allocated potential customers and provide first contact for queries.

Skills

Consultative selling

Customer service

Customer understanding

Oral communications

Probing questions

Qualifying prospects

Sales data management

Sales software

Education

NQF Level 5 Certificate

Job description

Old Mutual South Africa is seeking a customer service and sales support professional in Welkom, South Africa. The role focuses on handling routine inquiries, developing customer relationships, and ensuring CRM data accuracy.

You will follow established procedures to maintain compliance and contribute to business development support tasks. The position requires NQF Level 5 or equivalent and involves interacting with customers to clarify needs, identify opportunities, and document follow-up