Old Mutual Limited

Financial Advisor

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Mount Frere • South Africa

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Provide advice on a specific range of products
  • Provide a quality service to customers while identifying opportunities to secure new business or support retention
  • Analyze specific problems and issues to find the best solutions
  • Receive visitors and assist with various requests for information
  • Schedule follow-up actions and enter relevant information into the CRM system
  • Set clear objectives for each sales call or meeting
  • Develop and implement a relationship management plan for potential customer accounts
  • Develop knowledge and understanding of the organization's policies and procedures
  • Monitor and assess sales and market data for a specific geographic region
  • Develop a personal network within the business sector
  • Conduct research and select relevant information to enable analysis of key themes and trends
  • Demonstrate understanding of the value of networking

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
  • Customer Service
  • Solutions Analysis
  • Receiving Visitors
  • Customer Relationship Management (CRM) Data
  • Customer Needs Clarification
  • Customer Relationship Development / Prospecting
  • Operational Compliance
  • Business Development
  • Sales Opportunities Creation
  • Data Exploration
  • Network of Influence
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer serviceproblem solvingrelationship managementnetworkinganalytical skillscommunicationsales strategyobjective settingresearchdata assessment
Certifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate