Financial Solutions Consultant - Africa Markets

Old Mutual Life Assurance Company (SA) Ltd (PFA); Polokwane; In loco; ZAR 180.000 - 300.000; Tempo pieno

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd is recruiting for a customer-facing role in Polokwane. You will advise on a range of products, handle basic inquiries, and manage CRM data while developing relationships with potential customers.

The position involves following scripts, documenting follow-ups, and ensuring adherence to internal and external standards. Applicants should have Grade 12 or NQF4 and strong communication skills.

Competenze

• NQF Level 4 or Grade 12 with relevant local certification.
• Strong communication and customer-facing skills.
• Ability to follow sales scripts and document activities.

Mansioni

• Provide product and service information to allocated customers.
• Handle inquiries and resolve basic customer questions.
• Capture accurate customer data and document follow-ups in CRM.
• Develop relationships with potential customers through outreach.
• Follow compliance procedures and company policies in all interactions.
• Assist with business development tasks and data entry as needed.

Conoscenze

Consultative Selling

Customer Service

CRM Data Management

Prospecting

Communication Skills

Problem Solving

Formazione

Grade 12

NQF Level 4

Strumenti

CRM Software

MS Excel

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd is recruiting for a customer-facing role in Polokwane. You will advise on a range of products, handle basic inquiries, and manage CRM data while developing relationships with potential customers.

The position involves following scripts, documenting follow-ups, and ensuring adherence to internal and external standards. Applicants should have Grade 12 or NQF4 and strong communication skills.