Growth-Focused Client Advisor

oldmutual; Ladybrand; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to support service delivery, CRM data accuracy, and sales opportunities. You will interact with customers, receive visitors, and assist with information requests, while ensuring follow-up actions are captured in the system.

You will interview customers to clarify needs, develop relationships, and identify prospect opportunities. Working within established procedures, you’ll contribute to business development and data management

Qualifications

• Experience in consultative selling and customer-focused service.
• Ability to interview customers and clarify requirements.
• Familiarity with CRM data entry and follow-up actions.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Receive visitors and assist with requests for information.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Develop customer relationships and identify sales opportunities.
• Follow procedures to meet quality standards and codes of conduct.
• Support business development and input data into spreadsheets.

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

Job description

Old Mutual South Africa is seeking a customer-focused professional to support service delivery, CRM data accuracy, and sales opportunities. You will interact with customers, receive visitors, and assist with information requests, while ensuring follow-up actions are captured in the system.

You will interview customers to clarify needs, develop relationships, and identify prospect opportunities. Working within established procedures, you’ll contribute to business development and data management