Strategic Financial Advisor & Client Growth Partner

Old Mutual South Africa; Vereeniging; On-site; ZAR 167,000 - 257,000; Full time

Job summary

Old Mutual South Africa is seeking a focused Customer Service and Sales Support professional. You will handle standard inquiries, maintain CRM data accuracy, and assist with visitor requests while escalating more complex issues to colleagues.

You will interview customers to clarify needs, prospect for new business, and contribute to routine business development tasks. Compliance and quality standards are integral to daily activities.

Qualifications

• Skills listed reflect customer-facing and sales support capabilities.
• Relevant to CRM data handling, relationship management, and data-driven follow-up.
• Competencies emphasize communication, networking, and accountability.

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 information requests; refer complex matters to colleagues.
• Ensure basic customer details in the system are accurate and notes of follow-ups are recorded.
• Interview customers to clarify requirements following a multilevel sales script.
• Make calls to develop relationships with allocated potential customers and resolve queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers through information gathering and referrals; create sales opportunities.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value by participating in 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 or equivalent (Required)

Job description

Old Mutual South Africa is seeking a focused Customer Service and Sales Support professional. You will handle standard inquiries, maintain CRM data accuracy, and assist with visitor requests while escalating more complex issues to colleagues.

You will interview customers to clarify needs, prospect for new business, and contribute to routine business development tasks. Compliance and quality standards are integral to daily activities.