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Financial Services Specialist

1 week ago

Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time
Job Description

At Old Mutual South Africa, we believe in the African opportunity and our diverse talent reflects this.

This role involves providing advice on a specific range of financial products to allocated markets. You will be individually accountable for achieving results through your own efforts.

Key Responsibilities
  1. Customer Service: Carry out standard customer service activities and handle simple inquiries.
  2. Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
  3. Visitor Reception: Receive visitors and assist with various requests for information, referring complex matters to colleagues.
  4. Customer Data Management: Ensure accurate customer details held in the system are up-to-date, and make notes of follow-up actions.
  5. Needs Clarification: Interview customers to clarify their requirements following a multilevel sales script.
  6. Relationship Development: Make calls to potential customers to develop relationships and provide a first point of contact for resolving queries.
  7. Operational Compliance: Follow mandatory procedures to ensure work is carried out to quality standards.
  8. Business Development Support: Carry out routine business development tasks and assist others by following established procedures.
  9. Sales Opportunities Creation: Identify potential customers by obtaining information and referrals from existing customers.
  10. Data Input: Select appropriate data and input it into spreadsheets or standard formats.
Required Skills
  1. Balances Stakeholders
  2. Builds Networks
  3. Communicates Effectively
  4. Customer Focus
  5. Ensures Accountability
  6. Instills Trust
  7. Interpersonal Savvy
  8. Manages Complexity