Senior Financial Consultant

5 days ago


Polokwane, Limpopo, South Africa Old Mutual Full time

About the Role

As a Senior Financial Consultant, you will provide expert advice on a range of financial products to allocated markets. You will be individually accountable for achieving results through your own efforts.

Key Responsibilities
  1. Customer Service: Deliver exceptional customer service and handle complex inquiries with ease.
  2. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
  3. Relationship Development: Develop strong relationships with customers by identifying their needs and providing tailored solutions.
  4. Data Management: Ensure that accurate customer details are held in the system and make notes of follow-up actions.
  5. Communication: Interview customers to clarify their requirements using a multilevel sales script.
  6. Business Development: Conduct routine business development support tasks and assist others by following established procedures.
  7. Operational Compliance: Follow mandatory procedures to ensure quality standards are met.
  8. Sales Opportunities: Identify potential customers by obtaining information from existing customers.
  9. Numeric Skills: Select and input data into spreadsheets or standard formats.
  10. Influence Network: Participate in a network of people, technologies, and ideas both inside and outside the company.


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