Financial Adviser
Old Mutual Limited
full-time
Posted on:
Location Type: Office
Location: Bethlehem • 🇿🇦 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 information requests, referring complex matters to colleagues
- Ensure basic customer details in CRM are accurate and record follow-up actions and notes
- Interview customers following a multilevel sales script to clarify requirements
- Make calls to allocated potential customers to develop relationships and prospect for sales
- Provide first point of contact for resolving customer queries and complaints
- Follow mandatory procedures to meet quality standards and regulatory/internal codes of conduct
- Carry out routine business development support tasks and assist others per established procedures
- Identify potential customers by obtaining 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 Service
- Customer Relationship Management (CRM) data accuracy and CRM usage
- Making sales and prospecting calls (telephone or in person)
- Data entry and use of spreadsheets/standard formats
- Following multilevel sales scripts and mandatory procedures for operational compliance
- Identifying sales opportunities and qualifying prospects
- Recording follow-up actions and notes of sales calls
Benefits
- Equip you with the world-class tools and support
- Opportunity to build from an unmatched foundation of established, multinational, and diverse financial services
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Customer ServiceConsultative SellingCustomer Relationship Management (CRM)Data EntrySpreadsheetsSales ProspectingSales Script FollowingOperational ComplianceIdentifying Sales OpportunitiesQualifying Prospects
Soft skills
Interpersonal SkillsCommunication SkillsRelationship BuildingProblem SolvingAttention to DetailOrganizational SkillsTeam CollaborationCustomer Inquiry HandlingFollow-up ActionsNetworking
Certifications
NQF Level 5 - Higher, Advance or Occupational Certificate