Strategic Financial Solutions Advisor – Africa

Old Mutual Finance (Pty) Ltd; Paarl; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to deliver quality service, handle inquiries, and support sales activities. You will manage CRM data, clarify customer needs, and contribute to building relationships with potential clients.

The role involves following established procedures, assisting with business development, and identifying sales opportunities while ensuring compliance with standards and codes of conduct.

Qualifications

• Experience in customer service and sales support.
• Ability to follow a multilevel sales script.
• Knowledge of compliance and internal codes of conduct.

Responsibilities

• Provide customer service and handle simple inquiries.
• Carry out data entry and update CRM records with follow-up actions.
• Identify potential customers and develop relationships for sales opportunities.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Support business development tasks and routine sales activities.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Relationship Building

Tools

CRM Software

Job description

Old Mutual South Africa is seeking a customer-focused professional to deliver quality service, handle inquiries, and support sales activities. You will manage CRM data, clarify customer needs, and contribute to building relationships with potential clients.

The role involves following established procedures, assisting with business development, and identifying sales opportunities while ensuring compliance with standards and codes of conduct.