Advancing Financial Adviser (Vanderbijlpark / Sasolburg / Sebokeng)
Core
Frontline financial adviser handling customer service, needs clarification, and prospecting for financial products.
Role type
Entry-level financial adviser / sales representative
Builds
Customer relationships and sales opportunities for financial products
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Data Entry, Oral Communications
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Technologies
Sales Software, Spreadsheets
Responsibilities
Handle simple customer inquiries and receive visitors, Interview customers to clarify requirements using sales scripts, Make calls to potential customers to develop relationships, Ensure accurate customer details in the system, Follow mandatory procedures for operational compliance, Identify potential customers via referrals and recommendations, Input data into spreadsheets or standard formats
Seniority
Entry-level, hands-on IC