Financial Services Representative

2 days ago


Klerksdorp, North-West, South Africa Old Mutual Full time
Job Description

A Senior Sales Financial Advisor is responsible for providing expert advice on a range of financial products to allocated markets, with individual accountability for achieving results through their own efforts.

Responsibilities
  1. CUSTOMER SERVICE: Deliver exceptional service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, handling complex queries, and resolving customer problems.
  2. SOLUTIONS ANALYSIS: Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
  3. RECEIVING VISITORS: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  4. CRM DATA: Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure quality data for effective customer retention and business development activities.
  5. CUSTOMER NEEDS CLARIFICATION: Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, evaluate interest, and identify areas requiring further explanation.
  6. CUSTOMER RELATIONSHIP DEVELOPMENT/PROSPECTING: Develop and implement a relationship management plan for potential customer accounts to build relationships with decision-makers and influencers within the customer organization and facilitate a two-way flow of information and issue resolution.
  7. OPERATIONAL COMPLIANCE: Maintain knowledge and understanding of organizational policies and procedures, as well as relevant regulatory codes and codes of conduct, to ensure work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
  8. BUSINESS DEVELOPMENT: Monitor and assess sales and market data for a specific geographic region to aid management in identifying areas for business development.
  9. SALES OPPORTUNITIES CREATION: Develop a personal network within the business sector and represent the organization at business events. Gather market intelligence and enhance visibility and reputation of the organization, its products, and services.
  10. DATA EXPLORATION: Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.


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