Growth-Driven Financial Adviser: Client Solutions

Old Mutual Limited; Upington; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited in Upington, Northern Cape, is seeking a customer service and sales support professional. You will handle inquiries, qualify prospects, and develop customer relationships through calls and visits, following sales scripts and CRM data updates.

The role covers compliance with standards, data entry, and routine business development tasks, with opportunities to identify sales opportunities and deliver strong customer focus.

Qualifications

• The posted responsibilities describe customer service, CRM data management, needs clarification and sales development.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Ensure CRM data accuracy and notes of follow-up actions.
• Interview customers to clarify requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow procedures to ensure quality standards and regulatory compliance.
• Support routine business development tasks and identify sales opportunities.
• Input data into spreadsheets and standard formats.
• Participate in networking within and outside the company.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Limited in Upington, Northern Cape, is seeking a customer service and sales support professional. You will handle inquiries, qualify prospects, and develop customer relationships through calls and visits, following sales scripts and CRM data updates.

The role covers compliance with standards, data entry, and routine business development tasks, with opportunities to identify sales opportunities and deliver strong customer focus.