Financial Advisor
Old Mutual Limited
full-time
Posted on:
Location Type: Office
Location: Kuruman • 🇿🇦 South Africa
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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 that have been promised, together with notes of actions taken during each sales call.
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Make calls (by telephone or in person) to allocated potential customers to develop relationships.
- Provide a first point of contact for resolving customer queries and complaints.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Carry out routine business development support tasks and assist others by following established procedures.
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Requirements
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
- Professional development
- Network of Influence
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
customer servicecommunicationrelationship buildingproblem solvingattention to detail
Certifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate