Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.
Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
Telephonically guide customers through the product offering, pricing, terms and conditions.
Provide accurate and efficient quotation/s to customers.
Accurately and efficiently capture all customer data.
Finalise calls at point of contact, where possible.
Forward accurate policy documents to customers within mandated timeframes.
Deal with all customers in a professional manner in strict accordance with Affinities culture, products and quality standards.
Manage time and workloads to ensure that deadlines and targets are met.
Demonstrate an excellent knowledge of Affinities product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Provide customer services in line with quality and performance standards
Build positive customer relations and solve or escalate customer queries and complaints
Gather feedback on customer satisfaction and report to the relevant party
Proactively suggest improvements in customer service and relations where applicable.
Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
Job Requirements
Grade 12
Regulatory Exam essential (Please do not apply if you have not passed your RE exam)
A minimum of 30 FAIS credits
Two (2) years’ experience in sales and/or Call Centre experience
Computer literate, preferably with call centre software.
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