Strategic Financial Advisor & Client Growth

Old Mutual; Burgersfort; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Limpopo seeks a Customer Service Representative to provide quality service while identifying sales opportunities. The ideal candidate will have at least 3 years of sales experience and a qualification equivalent to NQF Level 5. Responsibilities include client relationship management, analyzing customer needs, and ensuring operational compliance. Strong communication and software skills are essential for success in this role.

Qualifications

• Grade 12 (Matric) required.
• Minimum of 3 years working experience in sales preferred.
• Clear criminal and credit check necessary.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze specific problems to find the best solutions.
• Develop and implement a relationship management plan for potential customer accounts.

Skills

Building Trust

Customer Service

Identifying Sales Opportunities

Oral Communications

Strategic Selling

Education

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

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services company in Limpopo seeks a Customer Service Representative to provide quality service while identifying sales opportunities. The ideal candidate will have at least 3 years of sales experience and a qualification equivalent to NQF Level 5. Responsibilities include client relationship management, analyzing customer needs, and ensuring operational compliance. Strong communication and software skills are essential for success in this role.