Job Description Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through own efforts. Responsibilities Customer Service: Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries. Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate and make notes of follow‑up actions promised, together with notes of actions taken during each sales call. Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer’s requirements. Customer Relationship Development / Prospecting: Make calls (by telephone or in person) to allocated potential customers to develop relationships and provide a first point of contact for resolving queries and complaints. Operational Compliance: Follow a range of mandatory procedures to ensure that work is carried out to required quality standards and to ensure adherence to external regulatory codes and internal codes of conduct. Business Development: Carry out routine business‑development support tasks and assist others by following established procedures. Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers. Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats. Network of Influence: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company. 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 Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 04 June 2026 , 23:59 #J-18808-Ljbffr
Omf Financial Consultant (King William's Town)
OLD MUTUAL SOUTH AFRICA
qonce, qonce
Published 7 days ago
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