Strategic Financial Adviser: Growth & Relationships

Old Mutual; Lebowakgomo; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in South Africa is seeking an individual to provide customer service and advice on specific product ranges. Responsibilities include handling inquiries, developing customer relationships, and ensuring compliance with standards. The ideal candidate will have strong selling skills and an appropriate NQF Level 5 qualification. This position is essential for driving customer engagement and maintaining high service standards.

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 various requests for information.
• Ensure that customer details are accurate and make notes of actions taken.
• Interview customers to clarify their requirements.
• Develop relationships with allocated potential customers.
• Resolve customer queries and complaints.
• Follow mandatory procedures to adhere to quality standards.
• Carry out routine business development support tasks.
• Identify potential customers through referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Participate in and contribute to a network of people and ideas.

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 5 - Higher, Advance or Occupational Certificate

Job description

A financial services company in South Africa is seeking an individual to provide customer service and advice on specific product ranges. Responsibilities include handling inquiries, developing customer relationships, and ensuring compliance with standards. The ideal candidate will have strong selling skills and an appropriate NQF Level 5 qualification. This position is essential for driving customer engagement and maintaining high service standards.