Advancing Financial Adviser

5 days ago

KhâiMa Local Municipality, South Africa Old Mutual South Africa Full time

Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this. Provides advice on a specific range of products to a designated market and is individually accountable for achieving results through their 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 in the system are accurate, and note follow-up actions and notes of actions taken during each sales call. Customer Needs Clarification : Interview customers following a multilevel sales script to clarify their requirements. Customer Relationship Development / Prospecting : Make calls to potential customers to develop relationships and provide a first point of contact for resolving queries and complaints. Operational Compliance : Follow mandatory procedures to ensure work quality and adherence to regulatory and internal standards. Business Development : Support routine business development tasks following established procedures. Sales Opportunities Creation : Identify potential customers through information, referrals, and recommendations. Data Exploration : Select and input appropriate data into spreadsheets or standard formats. Network of Influence : Participate in and contribute to networks 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, Advanced or Occupational Certificate or equivalent Closing Date 21 August 2025, 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story #J-18808-Ljbffr

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