Advancing Financial Adviser (Aliwal North / Theunissen / Ladybrand / Ficksburg)
Core
Frontline financial adviser handling customer service, sales prospecting, and relationship management for Old Mutual's African market.
Role type
Entry-level financial adviser / customer service representative
Builds
Customer relationships and sales opportunities for financial products
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, CRM Data Management, Prospecting, Compliance Adherence, Data Entry
Preferred skills
Strategic Selling, Network Building, Stakeholder Balancing
Technologies
Sales Software, 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 CRM system, Follow mandatory procedures to ensure regulatory compliance, Identify potential customers through referrals and data exploration
Seniority
Entry-level, NQF Level 5 required