Growth-Focused Financial Adviser & Client Builder

Old Mutual Limited; Springbok; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a customer-oriented professional to perform standard customer service activities, handle inquiries, and receive visitors. The role focuses on understanding customer needs, qualifying opportunities, and developing relationships through calls or in-person interactions.

The successful candidate will interview customers, follow a multilevel sales script, and ensure compliance with quality standards and codes of conduct.

Qualifications

• Experience in customer service and sales processes.
• Ability to interview customers and clarify requirements.
• Familiarity with compliance standards and procedures.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Receive visitors and assist with information, referring complex matters to colleagues.
• Assess compliance with established standards and protocols for routine inquiries.
• Interview the customer following a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and codes of conduct.
• Identify potential customers and collect referrals for new opportunities.
• Input data into spreadsheets or standard formats for reporting.

Skills

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Identify Customer Needs

Identify Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Mgmt

Strategic Selling

Strengthening Relationships

Education

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

Job description

Old Mutual Limited is seeking a customer-oriented professional to perform standard customer service activities, handle inquiries, and receive visitors. The role focuses on understanding customer needs, qualifying opportunities, and developing relationships through calls or in-person interactions.

The successful candidate will interview customers, follow a multilevel sales script, and ensure compliance with quality standards and codes of conduct.