Strategic Financial Advisor — Consultative Sales

Old Mutual Finance (Pty) Ltd; Burgersfort; Presencial; ZAR 180 000 - 230 000; Tempo integral

Resumo da oferta

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer-focused advisor to provide product guidance to an allocated market. You will handle standard inquiries, maintain CRM data, and build relationships with new and existing customers.

The role emphasizes compliant processes, routine business development support, and multi-step needs clarification to identify sales opportunities and ensure customer satisfaction.

Qualificações

• NQF Level 4 or equivalent is required.
• Excellent communication and customer service skills.
• Ability to interview customers and clarify requirements.
• Adherence to procedures and codes of conduct.

Responsabilidades

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters.
• Keep CRM data accurate and note follow-up actions from each sales call.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocate potential customers and develop relationships.
• Follow mandatory procedures to meet quality standards and codes.
• Support routine business development tasks and follow established procedures.
• Identify potential customers by gathering referrals and recommendations.
• Select data from information and input into standard formats.
• Demonstrate networking to connect people, technologies, and ideas.

Conhecimentos

Consultative Selling

Customer Service

Customer Focused

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Formação académica

Grade 12 / NQF4

Ferramentas

Sales Software

Descrição da oferta de emprego

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer-focused advisor to provide product guidance to an allocated market. You will handle standard inquiries, maintain CRM data, and build relationships with new and existing customers.

The role emphasizes compliant processes, routine business development support, and multi-step needs clarification to identify sales opportunities and ensure customer satisfaction.