Strategic Financial Advisor — Client Growth & CRM

Old Mutual Limited; Kokstad; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a Customer Service and Business Development professional to handle routine inquiries, maintain CRM data, and support prospecting activities. You will engage with customers, clarify requirements, and refer complex matters to colleagues.

The role involves calling potential clients, following established procedures, and contributing to sales opportunities while ensuring data accuracy and compliance.

Qualifications

• Experience in customer service and CRM data handling.
• Ability to interview customers to clarify requirements.
• Familiar with sales prospecting and business development.
• Knowledge of compliance and quality standards.
• Strong data entry and spreadsheet skills.

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.
• Ensure customer details in the system are accurate and note follow-ups.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to meet quality standards and codes.
• Carry out routine business development support tasks.
• Identify potential customers from referrals and information provided.
• Input data into spreadsheets and standard formats.
• Demonstrate understanding of networking value within the company.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Customer Understanding

Qualifying Prospects

Data Management

Oral Communication

Networking

Relationship Building

Attention to Detail

Education

NQF Level 5 certificate or higher

Job description

Old Mutual Limited in South Africa seeks a Customer Service and Business Development professional to handle routine inquiries, maintain CRM data, and support prospecting activities. You will engage with customers, clarify requirements, and refer complex matters to colleagues.

The role involves calling potential clients, following established procedures, and contributing to sales opportunities while ensuring data accuracy and compliance.