Advancing Financial Adviser (Welkom / Hoopstad)
Core
Handle routine customer inquiries, clarify customer needs via sales scripts, and prospect for new business opportunities.
Role type
Entry-level financial adviser / customer service representative
Builds
Customer relationships and sales leads
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Oral Communications, Sales Data Management
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Responsibilities
Handle simple customer inquiries, receive visitors and refer complex matters, interview customers to clarify requirements, make calls to potential customers, input data into spreadsheets, follow mandatory procedures, identify sales opportunities.
Seniority
Entry-level