Strategic Financial Solutions Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; In loco; ZAR 180.000 - 300.000; Tempo pieno

Descrizione del lavoro

Old Mutual is seeking a Customer Advisor to provide advice on a defined range of products and manage customer inquiries in a sales-focused role. You will handle CRM data, log follow-ups, and build relationships with potential customers for ongoing sales opportunities.

The role emphasizes adhering to compliance standards and delivering quality service within a trusted financial services environment in Cape Town.

Competenze

• Matriculation certificate required.
• Experience in customer service and product advisory is preferred.
• Ability to interview and clarify customer needs with a sales approach.

Mansioni

• Provide advice on a range of products to a defined market segment.
• Carry out standard customer service activities and handle inquiries.
• Manage CRM data and record follow-ups and actions from each call.
• Identify potential customers and develop relationships to create sales opportunities.
• Follow compliance procedures to meet quality standards and codes of conduct.

Conoscenze

Consultative selling

Customer service

Identifying customer needs

Sales opportunities

Oral communications

CRM data handling

Formazione

Matric (Matriculation)

Strumenti

Sales software

Descrizione del lavoro

Old Mutual is seeking a Customer Advisor to provide advice on a defined range of products and manage customer inquiries in a sales-focused role. You will handle CRM data, log follow-ups, and build relationships with potential customers for ongoing sales opportunities.

The role emphasizes adhering to compliance standards and delivering quality service within a trusted financial services environment in Cape Town.