Strategic Financial Consultant & Customer Growth

Old Mutual South Africa; Emfuleni Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A South African financial services company is seeking a dedicated customer service representative to join their team. In this role, you will provide advice on products to customers, address inquiries, and ensure compliance with established processes. Ideal candidates should have consultative selling skills and an NQF Level 5 qualification. The closing date for applications is 13 December 2025. Join us and help write Africa's story together!

Responsibilities

• Carry out standard customer service activities and handle customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure accuracy of basic customer details in the system.
• Interview the customer to clarify their requirements.
• Make calls to allocated customers to develop relationships.
• Follow procedures to ensure work quality and compliance.
• Carry out routine business development support tasks.
• Identify potential customers for referrals and recommendations.
• Select appropriate data for input into spreadsheets.
• Demonstrate understanding of networking value.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Education

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

Job description

A South African financial services company is seeking a dedicated customer service representative to join their team. In this role, you will provide advice on products to customers, address inquiries, and ensure compliance with established processes. Ideal candidates should have consultative selling skills and an NQF Level 5 qualification. The closing date for applications is 13 December 2025. Join us and help write Africa's story together!