Advancing Financial Adviser

1 week ago


De Aar, South Africa Old Mutual 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. 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, along with notes of actions taken during each sales call. Interview customers using a multilevel sales script to clarify their requirements. Make calls (by telephone or in person) to potential customers to develop relationships and provide a first point of contact for resolving queries and complaints. Follow mandatory procedures to ensure work is carried out to the required quality standards and complies with external and internal regulations. Support routine business development tasks and assist others by following established procedures. Identify potential customers through information, referrals, and recommendations from existing customers. Select appropriate data from provided information and input into spreadsheets or standard formats. Participate in and contribute to networks of people, technologies, and ideas both 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 30 September 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. #J-18808-Ljbffr



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