Growth-Focused Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA)

Parys

Sur place

ZAR 240 000 - 360 000

Plein temps

Il y a 3 jours

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Résumé du poste

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a client-focused Customer Service and Sales Support professional to join our team in the Free State region. You will handle standard inquiries, clarify customer needs, and begin relationships with prospective clients using a multilevel sales script.

Key duties include updating CRM data, following compliance procedures, supporting business development, and identifying sales opportunities.

Qualifications

Experience in consultative selling and customer relationship management.
Ability to follow multilevel sales scripts and identify customer needs.
Proficiency in maintaining accurate CRM records and data entry.

Responsabilités

Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting: Make calls to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance: Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development: Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.