Advancing Financial Adviser (Springbok)
Core
Handle routine customer inquiries, clarify customer needs via scripted interviews, and prospect for new business opportunities.
Role type
Entry-level financial adviser / customer service representative
Builds
Customer relationships and sales leads 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, 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 a sales script, Make outbound calls to potential customers to develop relationships, Ensure accuracy of customer details in the CRM system, Follow mandatory procedures to ensure regulatory and internal code adherence, Identify potential customers through referrals and recommendations
Seniority
Entry-level, individual contributor