Strategic Financial Advisor | Customer Growth

Old Mutual Finance (Pty) Ltd; Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Durban is seeking a Customer Advisor to provide product advice to a defined market and achieve results through personal effort. You will handle routine inquiries, maintain CRM data, and build relationships while following compliance standards.

The role involves clarifying customer needs, prospecting, and identifying sales opportunities, with a focus on accurate data handling and adherence to internal codes of conduct.

Qualifications

• Provides advice on a specific range of products to a specific allocated market.
• Demonstrates ability to achieve results through own efforts.
• Adheres to established standards and protocols in routine inquiries.

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, referring complex matters to colleagues.
• Maintain accurate CRM data and note follow-up actions from sales calls.
• Interview customers to clarify requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Follow procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations.
• Select data and input into spreadsheets or standard formats.
• Demonstrate value of networking through participation in internal and external networks.

Skills

Consultative Selling

Customer Service

Sales Opportunities

CRM Data Management

Probing Questions

Oral Communications

Education

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

Tools

Sales Software

Job description

Old Mutual in Durban is seeking a Customer Advisor to provide product advice to a defined market and achieve results through personal effort. You will handle routine inquiries, maintain CRM data, and build relationships while following compliance standards.

The role involves clarifying customer needs, prospecting, and identifying sales opportunities, with a focus on accurate data handling and adherence to internal codes of conduct.