Financial Solutions Consultant for Africa Growth

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

Job summary

Old Mutual South Africa is seeking a proactive customer service and sales support specialist to advise clients on a range of products and manage inquiries. You will maintain CRM data, follow a multilevel sales script to clarify needs, and build relationships with allocated prospects.

Responsibilities include handling standard service tasks, receiving visitors, and escalating complex issues. The role emphasizes compliance with procedures and data accuracy, based in Mahikeng, North West, South

Qualifications

• Experience in customer service and sales support required.
• Ability to interview customers and identify needs using scripts.
• Familiarity with maintaining accurate customer data in CRM.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle inquiries.
• Receive visitors and refer complex matters to colleagues.
• Maintain CRM data accuracy and note follow-up actions.
• Clarify customer requirements through scripted interviews.
• Develop relationships with allocated potential customers.
• Follow procedures to meet quality standards and compliance.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Probing Questions

Oral Communications

Identifying Sales Opportunities

Sales Opportunities Creation

Education

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

Tools

CRM Software

Job description

Old Mutual South Africa is seeking a proactive customer service and sales support specialist to advise clients on a range of products and manage inquiries. You will maintain CRM data, follow a multilevel sales script to clarify needs, and build relationships with allocated prospects.

Responsibilities include handling standard service tasks, receiving visitors, and escalating complex issues. The role emphasizes compliance with procedures and data accuracy, based in Mahikeng, North West, South