Strategic Financial Solutions Advisor

Old Mutual Limited; Bronkhorstspruit; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited invites applications for a role focusing on customer service, relationship development and sales support. You will follow a multilevel sales script to clarify needs, handle inquiries, and refer complex cases to colleagues when needed.

The position emphasizes CRM data accuracy, routine business development support, and identifying sales opportunities, with adherence to compliance standards and internal codes of conduct.

Qualifications

• NQF Level 4 or equivalent is required.
• Basic familiarity with CRM systems is preferred.
• Strong communication and customer service focus is essential.

Responsibilities

• Assist with standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters onward.

Skills

Consultative Selling

Customer Service

CRM Data

Customer Understanding

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Mgmt

Sales Software

Strategic Selling

Relationship Building

Education

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

Job description

Old Mutual Limited invites applications for a role focusing on customer service, relationship development and sales support. You will follow a multilevel sales script to clarify needs, handle inquiries, and refer complex cases to colleagues when needed.

The position emphasizes CRM data accuracy, routine business development support, and identifying sales opportunities, with adherence to compliance standards and internal codes of conduct.