Strategic Financial Advisor: Growth & Client Impact

oldmutual; Polokwane; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to deliver standard service tasks, clarify customer needs, and maintain accurate CRM data. You will engage with customers, follow a multilevel sales script, and identify opportunities to grow relationships across allocated accounts.

The role emphasizes compliance with mandatory procedures, business development support, and effective data input for sales reporting, with an on-site work arrangement.

Qualifications

• Experience in consultative selling and customer relationship development.
• Ability to follow established procedures and comply with regulations.
• Strong communication and data management skills.

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.
• Ensure CRM data accuracy and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocate potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support routine business development tasks following established procedures.
• Identify potential customers from referrals and recommendations.
• Enter data into spreadsheets or standard formats from information provided.
• Demonstrate networking value by engaging with a broad network inside and outside the company.

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

Job description

Old Mutual South Africa is seeking a customer-focused professional to deliver standard service tasks, clarify customer needs, and maintain accurate CRM data. You will engage with customers, follow a multilevel sales script, and identify opportunities to grow relationships across allocated accounts.

The role emphasizes compliance with mandatory procedures, business development support, and effective data input for sales reporting, with an on-site work arrangement.