Job Description Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets. Responsibilities Customer Service: Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis: Assess compliance with established standards and protocols for parts of routine inquiries. Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Branch Operations: Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter. Customer Relationship Management (CRM): Enter customer name and address into the CRM system at point of purchase to ensure that the organization has the relevant information to support follow-up sales and service actions. Customer Needs Clarification: Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it. Customer Relationship Development / Prospecting: Greet customers (on incoming calls or in store) and engage them in conversation to build rapport. Document Preparation: Input content into standard templates and collate materials, including photocopying. Business Meetings/Events Arrangement: Respond to requests for information about availability of people or facilities to assist in arranging business meetings. Operational Compliance: Follow a straightforward mandatory procedure to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. Personal Capability Building: Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Skills Call Management Client Needs Analysis Concierge Services Customer Feedback Management Customer-Focused Customer Relationship Management (CRM) Software Customer Service Customer Service Delivery Data Compilation Data Management Oral Communications Presenting Solutions Probing Questions Sales Data Management Strengthening Customer Relationships Competencies Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Optimizes Work Processes Plans and Aligns Education Qualifications NQF Level 3 & NQF Level 2 - Below school leaving Closing Date 31 May 2026, 23:59 #J-18808-Ljbffr
Omf Direct Sales Consultant
OLD MUTUAL FINANCE (PTY) LTD
cape town, cape town
Published 5 days ago
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