Advancing Financial Adviser (Westville / Chatsworth / Pinetown / Durban and Surroundings)
Core
Frontline financial adviser handling customer service, sales prospecting, and relationship management for Old Mutual's financial products.
Role type
Frontline financial adviser (customer service & sales)
Builds
Financial product sales and customer service interactions
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Consultative Selling, Customer Needs Clarification, CRM Data Management, Prospecting, Compliance Adherence, Data Entry, Oral Communications
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Responsibilities
Handle simple customer inquiries, receive visitors, interview customers to clarify requirements, make sales calls to potential customers, ensure accurate CRM data entry, follow mandatory compliance procedures, identify sales opportunities via referrals, input data into spreadsheets.
Seniority
Entry-level / Junior