Financial Solutions Consultant for Client Growth

EdUpStairs; Vanderbijlpark; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a Customer Service professional to perform standard service activities, handle inquiries, and welcome visitors in a compliant, customer-focused environment. You will verify CRM data and update notes from each interaction.

You will interview customers to clarify needs, develop relationships, identify sales opportunities, and support business development while following prescribed procedures to maintain quality and regulatory compliance.

Qualifications

• Proven ability to carry out standard customer service activities and handle inquiries.
• Experience with CRM data accuracy and follow-up notes.
• Ability to interview customers and clarify requirements using a multilevel sales script.
• Capacity to identify potential customers and develop relationships through calls or face-to-face interaction.

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 information requests, referring complex matters to colleagues.
• Ensure CRM data accuracy and note follow-up actions from each sales call.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and provide first point of contact for queries.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 / Grade 12

Job description

Old Mutual South Africa is seeking a Customer Service professional to perform standard service activities, handle inquiries, and welcome visitors in a compliant, customer-focused environment. You will verify CRM data and update notes from each interaction.

You will interview customers to clarify needs, develop relationships, identify sales opportunities, and support business development while following prescribed procedures to maintain quality and regulatory compliance.