Strategic Financial Solutions Consultant

Old Mutual South Africa; Emfuleni Local Municipality; On-site; ZAR 180 000 - 250 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Customer Service Representative to provide advice on a range of products. The role includes assisting customers with inquiries, managing CRM data, and building customer relationships. Candidates should have consultative selling skills and a minimum education level of NQF Level 4. This position offers a chance to contribute to the team's success and is pivotal in ensuring customer satisfaction.

Qualifications

• NQF Level 4 or equivalent qualification is required.

Responsibilities

• 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 various requests for information.
• Ensure that basic customer details are accurate and note follow-up actions.
• Interview the customer to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow procedures to ensure the required quality standards.
• Identify potential customers by obtaining information and referrals.

Skills

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

Education

NQF Level 4 - Grade 12, School leaving Certificate

Job description

A leading financial services company in South Africa is seeking a Customer Service Representative to provide advice on a range of products. The role includes assisting customers with inquiries, managing CRM data, and building customer relationships. Candidates should have consultative selling skills and a minimum education level of NQF Level 4. This position offers a chance to contribute to the team's success and is pivotal in ensuring customer satisfaction.