Strategic Financial Adviser: Grow Relationships & Sales

Old Mutual; Welkom; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual is seeking a customer-focused professional to perform basic customer service activities, handle inquiries, and support business development in a South African context. You will maintain CRM data accuracy, clarify customer needs, and create sales opportunities by contacting allocated prospects and following protocols.

The role emphasizes relationship-building, compliance with procedures, and effective communication as you help resolve queries and contribute to service quality.

Qualifications

• Experience in customer service or sales environments.
• Strong communication and active listening skills.
• Ability to interview customers and identify needs effectively.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Ensure CRM data is accurate and notes follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or meet with allocated potential customers to develop relationships and identify opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and help create sales opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Education

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

Job description

Old Mutual is seeking a customer-focused professional to perform basic customer service activities, handle inquiries, and support business development in a South African context. You will maintain CRM data accuracy, clarify customer needs, and create sales opportunities by contacting allocated prospects and following protocols.

The role emphasizes relationship-building, compliance with procedures, and effective communication as you help resolve queries and contribute to service quality.