Customer Service Agent jobs in United States

Location: Pietermaritzburg | Employment Type: Full time | Posted: Yesterday | Job Requisition ID: JR-Let's Write Africa's Story Together!

About Old Mutual: Old Mutual is a leading African financial services organization operating in 14 countries, committed to creating mutually positive futures through excellent customer and employee experiences.

The role involves managing and coordinating the sales function to meet organizational goals, leading a team of advisors, and developing relationships with clients to promote financial products and services.

• Matric (Grade 12)
• FSCA Approved Qualification
• RE5 Certification
• FAIS Compliance
• Experience in Product categories (Long term Insurance subcategories B1, B2, and Retail pension benefits)
• CPD – Continuous Professional Development (all cycles)
• Class of Business (COB)
• Valid driver's license and own vehicle
• Clear criminal and credit checks
• Proven computer literacy (MS Office)
• Excellent written and verbal communication skills
• Previous managerial experience
• Knowledge of and exposure to Group Schemes (advantageous)
• Internal: Successful completion of MODP (for internal applicants)
• External: Managerial qualification (advantageous)
• Minimum of 2 years' experience in a similar role

1. Leadership and Direction: Communicate and implement the sales strategy and business plan, motivate staff, and align with the organization's mission, vision, and values.
2. Customer Relationship Management / Account Management: Develop plans for managing complex customer accounts, build relationships with decision-makers, and address customer needs effectively.
3. Sell Customer Propositions: Design and present tailored product solutions, negotiate contracts, and review team proposals, escalating issues as needed.
4. Sales Opportunities Creation: Build a network within the sector, participate in events, gather market intelligence, and enhance organizational visibility.
5. Performance Management: Oversee team performance, set objectives, and take corrective actions to ensure targets are met.
6. Operations Management: Manage operational activities with guidance from senior management.
7. Promoting Customer Focus: Develop marketing and internal collaboration strategies to strengthen customer relationships.
8. Key Account Management: Manage key customer relationships, including mid-tier and multinational clients, with guidance from senior colleagues.
9. Customer Relationship Development / Prospecting: Identify and build relationships with potential clients, ensuring effective communication and issue resolution.
10. Budgeting: Prepare and manage budget plans with senior support.
11. Organizational Capability Building: Identify team development needs, facilitate professional growth, and provide coaching to improve performance.

Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling, Builds Effective Teams, Builds Networks, Business Insight, Collaborates, Communicates Effectively, Drives Results, Ensures Accountability.

NQF Level 9 – Masters Degree

12 May, 23:59

The appointment will be made in accordance with the Employment Equity Plan of Old Mutual South Africa and relevant business unit policies.