Financial Solutions Consultant & Relationship Builder

Old Mutual South Africa; Kuruman; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa in Kuruman invites a Customer Service and Sales Support professional to strengthen our field operations. You will handle routine inquiries, clarify customer needs, and develop relationships with potential clients by phone or in person.

Key duties include maintaining accurate CRM data, following compliant procedures, and supporting business development through prospecting. Strong communicational skills and a consultative selling approach are essential for success in this

Qualifications

• NQF Level 5 or higher is required.
• Experience in customer service and sales environments.
• Ability to follow established procedures and compliance.
• Strong communication and relationship-building skills.
• Data entry and CRM data maintenance.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information; refer complex matters.
• Maintain CRM data accuracy and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a multi-level sales script.
• Make calls to allocate potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and sales opportunities.
• Identify potential customers through referrals and inquiries.
• Input data into spreadsheets or standard formats.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

CRM Data Management

Data Entry

Sales Software

Education

NQF Level 5 or equivalent (Required)

Job description

Old Mutual South Africa in Kuruman invites a Customer Service and Sales Support professional to strengthen our field operations. You will handle routine inquiries, clarify customer needs, and develop relationships with potential clients by phone or in person.

Key duties include maintaining accurate CRM data, following compliant procedures, and supporting business development through prospecting. Strong communicational skills and a consultative selling approach are essential for success in this