Advancing Financial Adviser (Klerksdorp, Stilfontein, Wolmaranstad, Hartebeesfontein, Orkney, Bothaville)
Core
Frontline financial adviser handling customer service, sales prospecting, and relationship management for Old Mutual's African market.
Role type
Entry-level financial adviser / sales representative
Builds
Financial products and services for individual customers
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Data Entry, Networking
Preferred skills
Strategic Selling, Stakeholder Balancing, Complex Problem Solving
Technologies
CRM systems, Spreadsheets, Sales Software
Responsibilities
Handle routine customer inquiries and resolve complaints, Conduct sales calls and in-person prospecting to identify new business opportunities, Maintain accurate customer records and follow-up notes in the CRM, Ensure adherence to regulatory codes and internal compliance procedures, Input and manage sales data in standard formats, Participate in networking activities to support business development
Seniority
Entry-level, individual contributor