Financial Solutions Consultant - Africa

oldmutual; George; Vor Ort; ZAR 180.000 - 260.000; Vollzeit

Zusammenfassung

Old Mutual in George is seeking a sales-oriented professional to provide customer service, clarify customer requirements, and develop relationships with potential clients. You will manage basic CRM data, follow compliance procedures, and support routine business development activities.

The role emphasizes handling inquiries, following sales scripts, and leveraging networks both within and outside the company to identify opportunities. A Nat Cert is required; the Employment Equity Plan applies.

Qualifikationen

• National Certification is required.

Aufgaben

• Provide customer service and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Ensure CRM data accuracy and record follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers from referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Participate in networking to leverage relationships and ideas.
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Kenntnisse

Ability to Sell

Communication

Company Policies

Credit Policies

Customer Centric Selling

Digital Savvy

Interpersonal Relationship Management

Numeracy

Sales

Ausbildung

National Certification

Jobbeschreibung

Old Mutual in George is seeking a sales-oriented professional to provide customer service, clarify customer requirements, and develop relationships with potential clients. You will manage basic CRM data, follow compliance procedures, and support routine business development activities.

The role emphasizes handling inquiries, following sales scripts, and leveraging networks both within and outside the company to identify opportunities. A Nat Cert is required; the Employment Equity Plan applies.