Financial Solutions & Client Growth Advisor

oldmutual; Welkom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service professional in Welkom to handle inquiries, clarify customer needs, and develop relationships with potential clients. You will follow a multilevel sales script, manage CRM data, and escalate complex matters as needed.

The role emphasizes accurate data entry, routine compliance with procedures, and proactive engagement to identify sales opportunities, supporting business development and customer satisfaction.

Qualifications

• NQF Level 5 or higher qualification is required.
• Experience in consultative selling and customer service is expected.
• Strong communication and ability to clarify customer needs.
• Familiarity with sales data management is preferred.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data accuracy and follow-up notes from each sales call.

Skills

Consultative Selling

Customer Service

Sales Opportunities Creation

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Customer Understanding

Education

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

Tools

CRM Software

Sales Software

Job description

Old Mutual South Africa is seeking a customer service professional in Welkom to handle inquiries, clarify customer needs, and develop relationships with potential clients. You will follow a multilevel sales script, manage CRM data, and escalate complex matters as needed.

The role emphasizes accurate data entry, routine compliance with procedures, and proactive engagement to identify sales opportunities, supporting business development and customer satisfaction.