Advancing Financial Adviser (Vanderbiljpark / Sasolburg / Sebokeng / Evaton)
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
Customer relationships and sales pipelines for financial products
Domain
Financial services / Insurance / Banking
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Data Entry, Oral Communications, Probing Questions, Qualifying Prospects, Sales Software
Preferred skills
Strategic Selling, Strengthening Customer Relationships, Evaluating Information, Identifying Sales Opportunities
Responsibilities
Handle simple customer inquiries and resolve complaints, Interview customers to clarify requirements using sales scripts, Make telephone and in-person calls to potential customers, Ensure accuracy of customer details in the system, Follow mandatory procedures and regulatory codes, Identify potential customers via referrals and data exploration
Seniority
Entry-level, hands-on IC