Strategic Financial Advisor: Grow Relationships & Solutions

Old Mutual Life Assurance Company (SA) Ltd (PFA); Potchefstroom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service professional to handle routine inquiries, verify customer information in the CRM, and assist with basic sales and development tasks. You will engage customers through calls and face-to-face interactions, guided by a multi-step sales script to clarify needs.

Responsibilities include responding to inquiries, ensuring data accuracy, and referring complex cases to colleagues.

Qualifications

• Education: NQF Level 5 or higher (Advanced Certificate or Diploma acceptable).
• Experience in customer service or sales environments preferred.
• Strong communication and active listening are essential.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and direct them or refer to colleagues for complex requests.
• Ensure customer details in the CRM are accurate and notes are logged.
• Interview customers to clarify requirements using a multilevel sales script.

Skills

Consultative Selling

Customer Service

CRM Basics

Data Entry

Interviewing Skills

Relationship Building

Sales Opportunities

Communication

Probing Questions

Prospecting

Industry Knowledge

Active Listening

Customer Understanding

Data Management

Education

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service professional to handle routine inquiries, verify customer information in the CRM, and assist with basic sales and development tasks. You will engage customers through calls and face-to-face interactions, guided by a multi-step sales script to clarify needs.

Responsibilities include responding to inquiries, ensuring data accuracy, and referring complex cases to colleagues.