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Direct Sales Consultant

Full Time

Website Old Mutual

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.

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) Data

  • 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. Also take responsibility for collating materials and photocopying them.

Business Meetings/Events Arrangement

  • Respond to requests for information about the 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

Competencies

  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Optimizes Work Processes
  • Plans and Aligns

Education

  • Matriculation Certificate (Matric)

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