Impactful Financial Advisor & Solutions Consultant

Old Mutual South Africa; Middelburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide advice on a range of products to a defined market. You will perform CRM data maintenance, handle inquiries, and support business development through prospecting and relationship building.

The role emphasizes adherence to standards, effective communication, and delivering quality customer service across various touchpoints within the organization.

Qualifications

• NQF Level 4 or equivalent is required.
• School leaving certificate (Grade 12) or higher.
• Familiar with basic customer service protocols and CRM data handling.

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 in the CRM are accurate and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to develop relationships with allocated potential customers and provide a first contact for queries.

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-focused professional to provide advice on a range of products to a defined market. You will perform CRM data maintenance, handle inquiries, and support business development through prospecting and relationship building.

The role emphasizes adherence to standards, effective communication, and delivering quality customer service across various touchpoints within the organization.