🌿 Back to all jobs
🥝 Advancing Financial Adviser
Old Mutual Life Assurance Company (SA) Ltd (PFA) | South-Africa, South-Africa | Posted June 30, 2026
Job Description
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, referring more complex matters to colleagues.
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions promised and actions taken during each sales call.
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Make calls (by telephone or in person) to allocated potential customers to develop relationships.
- Provide a first point of contact for resolving customer queries and complaints.
- Follow a range of mandatory procedures 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 ...