Financial Solutions Advisor for Africa – Customer Growth

Old Mutual South Africa; George; On-site; ZAR 120,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a proactive sales and customer service professional for its George, Western Cape team. The role focuses on advising customers on a range of products, handling inquiries, and building lasting relationships through proactive prospecting and accurate CRM data handling.

Responsibilities include attending to visitors, ensuring regulatory compliance, and supporting business development activities to create sales opportunities.

Qualifications

• National Certification (Nat Cert) is required.
• Experience with customer service and sales processes.
• Ability to handle inquiries and build relationships.

Responsibilities

• Provide advice on a range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Customer Service: carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis: assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors: receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data: ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification: interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting: make calls to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance: follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development: carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation: identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration: select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence: demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Education

National Certification (Nat Cert)

Job description

Old Mutual South Africa is seeking a proactive sales and customer service professional for its George, Western Cape team. The role focuses on advising customers on a range of products, handling inquiries, and building lasting relationships through proactive prospecting and accurate CRM data handling.

Responsibilities include attending to visitors, ensuring regulatory compliance, and supporting business development activities to create sales opportunities.