Growth-Oriented Financial Adviser & Relationship Builder

Old Mutual Life Assurance Company (SA) Ltd (PFA); Potchefstroom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Potchefstroom is seeking a Customer Service/Sales Support professional to handle routine inquiries and support relationships with customers. You will perform standard service activities, confirm customer details, and log follow-up actions from sales calls.

Responsibilities include needs clarification, prospecting, and data input, while following regulatory codes and internal policies.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent is required.
• Experience in customer service or sales support preferred.
• Ability to interview customers and clarify requirements.
• Strong data management and CRM experience desirable.

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.
• Ensure customer details are accurate in the system and follow-up actions noted.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support business development tasks and identify sales opportunities.
• Input data into spreadsheets or standard formats.
• Demonstrate networking to connect with internal and external stakeholders.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Networking

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Potchefstroom is seeking a Customer Service/Sales Support professional to handle routine inquiries and support relationships with customers. You will perform standard service activities, confirm customer details, and log follow-up actions from sales calls.

Responsibilities include needs clarification, prospecting, and data input, while following regulatory codes and internal policies.