Advancing Financial Adviser (Upington / Springbok)
Core
Frontline financial adviser handling customer service, sales prospecting, and relationship development for Old Mutual in Upington and Springbok.
Role type
Entry-level financial adviser (customer service & sales)
Builds
Customer relationships and sales opportunities for Old Mutual's financial products
Domain
Financial services / Insurance / Banking
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Oral Communications, Data Entry
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Responsibilities
Handle simple customer inquiries, receive visitors, interview customers to clarify requirements, make sales calls to potential customers, ensure accurate CRM data entry, follow mandatory compliance procedures, identify sales opportunities via referrals
Seniority
Entry-level, hands-on IC
