Growth-Oriented Financial Adviser — Africa Opportunity

Old Mutual South Africa; Springbok; On-site; ZAR 120,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a Customer Service and Sales Support professional to carry out standard customer service activities, handle inquiries, and assist with visitor requests. You will conduct solutions analysis, maintain CRM data accuracy, and follow regulatory procedures while developing relationships with potential customers and supporting business development tasks.

The role involves interviewing customers to clarify needs, following a multilevel sales script, and acting as the

Qualifications

• Experience in customer service or call center environments is preferred.
• Ability to follow a multilevel sales script and document outcomes.
• Comfort in interviewing customers to clarify needs and capture information.

Responsibilities

• 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.
• CRM Data: Ensure basic customer details in the system are accurate and note follow-up actions.
• Customer Needs Clarification: Interview the customer to clarify requirements.
• Customer Relationship Development / Prospecting: Make calls to allocated potential customers to develop relationships and be first contact for queries and complaints.
• Operational Compliance: Follow mandatory procedures to meet quality standards and regulatory codes.
• Business Development: Support routine business development tasks by following procedures.
• Sales Opportunities Creation: Identify potential customers from referrals and recommendations.
• Data Exploration: Select data from information provided and input into spreadsheets or standard formats.
• Network of Influence: Participate in networks of people, technologies, and ideas inside and outside the company.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking a Customer Service and Sales Support professional to carry out standard customer service activities, handle inquiries, and assist with visitor requests. You will conduct solutions analysis, maintain CRM data accuracy, and follow regulatory procedures while developing relationships with potential customers and supporting business development tasks.

The role involves interviewing customers to clarify needs, following a multilevel sales script, and acting as the