Strategic Financial Adviser - Growth & CRM (Durban)

Pivot Services; Durban; On-site; ZAR 300,000 - 380,000; Full time

Job summary

Old Mutual in Durban is seeking an Advancing Financial Adviser to support CRM data accuracy and sales follow-up. The role involves customer-detail verification, notes on promised follow-ups, and routine business development tasks to assist the sales team.

The position is full-time and based in Durban with surrounding areas. You will work with CRM systems and sales software to identify opportunities and deliver customer-focused service.

Qualifications

• Experience in CRM data management and data accuracy.
• Follow-up actions and notes from each sales call.
• Support routine business development tasks.

Responsibilities

• Ensure that basic customer details are accurate in the system.
• Make notes of follow-up actions promised during calls.
• Carry out routine business development support tasks following procedures.

Skills

CRM Data management

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

Job description

Old Mutual in Durban is seeking an Advancing Financial Adviser to support CRM data accuracy and sales follow-up. The role involves customer-detail verification, notes on promised follow-ups, and routine business development tasks to assist the sales team.

The position is full-time and based in Durban with surrounding areas. You will work with CRM systems and sales software to identify opportunities and deliver customer-focused service.