Old Mutual Limited

Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Vanderbijlpark • 🇿🇦 South Africa

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Job 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 requests for information; refer complex matters to colleagues.
  • Ensure basic customer details in CRM are accurate and record follow-up actions and sales call notes.
  • Interview the customer using a multilevel sales script to clarify requirements.
  • Make calls (telephone or in person) to allocated potential customers to develop relationships.
  • Provide first point of contact for resolving customer queries and complaints.
  • Follow mandatory procedures to ensure quality standards and regulatory adherence.
  • Carry out routine business development support tasks and assist others by following established procedures.
  • Identify potential customers via information, referrals, and recommendations from existing customers.
  • Select appropriate data from information provided and input into spreadsheets or standard formats.
  • Participate in and contribute to internal and external networks of people, technologies, and ideas.

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • Consultative Selling
  • Customer Feedback Management
  • Customer Service
  • Customer Understanding
  • Evaluating Information
  • Identifying Customer Needs
  • Identifying Sales Opportunities
  • Oral Communications
  • Probing Questions
  • Qualifying Prospects
  • Sales Data Management
  • Sales Software
  • CRM (Customer Relationship Management)

Applicant Tracking System Keywords

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

Hard skills
Consultative SellingCustomer Feedback ManagementCustomer ServiceEvaluating InformationIdentifying Customer NeedsIdentifying Sales OpportunitiesSales Data ManagementSales SoftwareCRM
Soft skills
Oral CommunicationsProbing QuestionsQualifying Prospects
Certifications
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent