Advancing Financial Adviser (Heilbron / Frankfort)
Core
Handling routine customer inquiries, clarifying customer needs via scripted interviews, and prospecting potential clients for financial products.
Role type
Entry-level financial adviser / customer service representative
Builds
Customer relationships and sales opportunities for Old Mutual's financial products
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Data Entry
Preferred skills
Strategic Selling, Network Building, Stakeholder Balancing
Technologies
CRM systems, 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 system, Follow mandatory procedures and regulatory codes, Identify potential customers through referrals and data exploration
Seniority
Entry-level, IC