Financial Solutions Consultant for Africa Growth

Old Mutual South Africa; Vereeniging; On-site; ZAR 120,000 - 170,000; Full time

Job summary

Old Mutual South Africa invites applications for a role focused on delivering customer service, CRM data accuracy, and proactive business development within a designated market.

The position emphasizes adhering to regulatory codes, following a multilevel sales script, and building lasting customer relationships through consultative selling. The successful candidate will join a team committed to Africa's opportunity and customer-centric growth.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
• Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure basic customer details in the CRM are accurate and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to develop relationships and provide first contact for queries and complaints.
• Follow mandatory procedures to maintain quality and regulatory compliance.
• Carry out routine business development support tasks.
• Identify potential customers by obtaining information, referrals, and recommendations.
• Input data into spreadsheets or standard formats from information provided.

Skills

Consultative Selling

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Opportunities

Oral Communications

Identifying Customer Needs

Strengthening Relationships

Data Management

CRM Data Quality

Networking

Customer Focus

Education

NQF Level 4 - Grade 12

Job description

Old Mutual South Africa invites applications for a role focused on delivering customer service, CRM data accuracy, and proactive business development within a designated market.

The position emphasizes adhering to regulatory codes, following a multilevel sales script, and building lasting customer relationships through consultative selling. The successful candidate will join a team committed to Africa's opportunity and customer-centric growth.