Advancing Financial Adviser (Vryburg / Postmasburg)
Core
Frontline financial adviser handling customer service, sales prospecting, and relationship management for potential and existing clients.
Role type
Entry-level financial adviser (customer service & sales)
Builds
Customer relationships and sales pipelines for financial products
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Oral Communications, Data Entry
Preferred skills
Evaluating Information, Identifying Sales Opportunities, Strategic Selling, Strengthening Customer Relationships
Technologies
Sales Software, Spreadsheets
Responsibilities
Handle simple customer inquiries and resolve complaints, Interview customers to clarify requirements using sales scripts, Make calls to potential customers to develop relationships, Ensure accuracy of customer details in the CRM system, Follow mandatory procedures to ensure regulatory and quality compliance, Identify potential customers through referrals and data exploration
Seniority
Entry-level, hands-on IC