Transformational Financial Services Specialist
5 days ago
At Old Mutual, we believe in harnessing the African opportunity and cultivating a diverse talent pool that reflects this vision.
Job Overview
This role presents an exciting opportunity for a skilled financial advisor to join our team as a Transformational Financial Services Specialist. In this capacity, you will provide expert advice on a range of products to allocated markets, taking ownership of your results through individual efforts.
Key Responsibilities
Customer Service Excellence
Deliver exceptional customer service while identifying opportunities to secure new business or support retention. Your responsibilities may include processing cases, addressing complex queries, investigating and resolving customer issues, receiving visitors, assisting with requests for information, and referring more complex matters to colleagues.
Solutions Analysis and Implementation
Analyze specific problems and issues to find effective solutions. These could be technical or professional in nature.
Customer Relationship Management (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 customer retention and business development activities.
Customer Needs Clarification and Development
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; ask relevant questions to gather information, evaluate customer interest, identify areas requiring further explanation, and develop relationships with relevant decision-makers and influencers.
Operational Compliance and Business Development
Develop knowledge and understanding of organizational policies and procedures, relevant regulatory codes, and codes of conduct to ensure compliance. Monitor and assess sales and market data for a specific geographic region to assist management in identifying areas for business development. Develop a personal network within the business sector and represent the organization at sector events to enhance visibility and reputation.
Skills and Qualifications
To excel in this role, you must possess a strong foundation in sales, excellent communication skills, and the ability to analyze complex problems to find effective solutions. You should also have Grade 12 (Matric), a valid driver's license, FAIS Compliance, a clear criminal and credit check, and a minimum of 3 years working experience preferably in sales. Additionally, computer literacy in MS Word, PowerPoint, and Outlook is essential, as well as the ability to build trust, consultative selling, customer-focused strategies, direct selling, identifying sales opportunities, oral communications, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.
Competencies and Education
Action-oriented, balanced stakeholder management, building networks, collaboration, effective communication, customer focus, result-driven, and ensuring accountability are key competencies for this role. A NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent qualification is required.
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