Growth-Focused Financial Advisor | CRM & Client Growth

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

Welkom

On-site

ZAR 200,000 - 320,000

Full time

3 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is hiring in Welkom for a customer service-focused role. You will handle standard inquiries, assist visitors, and ensure CRM data accuracy while building relationships with potential clients.

The role emphasizes clear communication and compliance with internal standards. Responsibilities include identifying sales opportunities, following a multilevel sales script to clarify customer needs, and supporting business development activities to grow the

Qualifications

Experience in standard customer service activities and handling inquiries.
Ability to ensure accurate CRM data and document follow-up actions.
Interview customers to clarify requirements using a multilevel sales script.
Support business development by following established procedures and identifying opportunities.

Responsibilities

Carry out standard customer service activities and handle simple inquiries.
Assess compliance with established standards for routine inquiries.
Receive visitors and assist with information requests; refer complex matters to colleagues.
Ensure CRM data accuracy and record follow-up actions from each sales call.
Interview customers to clarify requirements using a multilevel sales script.
Make calls to allocated potential customers to develop relationships and resolve queries.