Growth-Focused Financial Advisor & Client Relations

Old Mutual South Africa; Vryburg; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to support service delivery and relationship development. You will handle inquiries, update CRM data, and follow a multi-step script to clarify customer needs while developing new business opportunities.

The role emphasizes compliant processes, routine prospecting, and effective communication with customers and colleagues to resolve queries and contribute to service excellence.

Qualifications

• Experience in customer service and sales environments.
• Ability to interview customers using scripts and clarify needs.
• Proactive in identifying and capitalizing on sales opportunities.

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.
• Ensure customer details are accurate in the CRM and note follow-ups.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow procedures to meet quality standards and regulatory codes.
• Provide routine business development support and follow established procedures.
• Identify potential customers from referrals and information provided.

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

Tools

Sales Software

Job description

Old Mutual South Africa is seeking a customer-focused professional to support service delivery and relationship development. You will handle inquiries, update CRM data, and follow a multi-step script to clarify customer needs while developing new business opportunities.

The role emphasizes compliant processes, routine prospecting, and effective communication with customers and colleagues to resolve queries and contribute to service excellence.