Growth-Focused Financial Adviser: Build Relationships

Old Mutual Limited; Klerksdorp; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited invites applications for a Customer Service & CRM Analyst role within its South Africa operations. You will handle routine inquiries, maintain accurate customer records, and support the development of relationships with prospective clients through a structured sales process.

Responsibilities include receiving visitors, clarifying customer needs with scripted interviewing, and performing data entry into spreadsheets.

Qualifications

• Proven ability to engage customers and gather needs.
• Experience with routine inquiries and data entry workflows.
• Strong communication and listening skills required.

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.
• Maintain accurate CRM data and log follow-ups and actions taken during sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and act as first contact for queries.
• Follow mandatory procedures to ensure quality and compliance with codes.
• Support routine business development tasks and identify sales opportunities.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Evaluating Information

Identifying Needs

Identifying Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Strengthening Relationships

Education

NQF Level 5

Job description

Old Mutual Limited invites applications for a Customer Service & CRM Analyst role within its South Africa operations. You will handle routine inquiries, maintain accurate customer records, and support the development of relationships with prospective clients through a structured sales process.

Responsibilities include receiving visitors, clarifying customer needs with scripted interviewing, and performing data entry into spreadsheets.