Strategic Financial Consultant for Growth & Solutions

Old Mutual Limited; Polokwane; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

Old Mutual Limited in Polokwane is seeking a customer-focused professional to provide product advice, manage customer inquiries, and develop relationships. The role emphasizes CRM data integrity, needs clarification, and adherence to standard procedures.

Responsibilities include prospecting, following a sales script, and supporting business development, with a focus on delivering quality service and compliant processes.

Qualifikationen

• NQF Level 4 or Grade 12 or equivalent is required.
• Experience in customer service and sales is advantageous.

Aufgaben

• Provide advice on a specific range of products to a specific allocated market.
• 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 is accurate and notes of follow-up actions are recorded.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to develop relationships and provide first contact for resolving queries and complaints.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers by referrals and recommendations.

Kenntnisse

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

Ausbildung

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Jobbeschreibung

Old Mutual Limited in Polokwane is seeking a customer-focused professional to provide product advice, manage customer inquiries, and develop relationships. The role emphasizes CRM data integrity, needs clarification, and adherence to standard procedures.

Responsibilities include prospecting, following a sales script, and supporting business development, with a focus on delivering quality service and compliant processes.