Advancing Financial Adviser (Amanzimtoti, Umlazi, Chatsworth and Surroundings )
Core
Handle simple customer inquiries, clarify customer requirements via sales scripts, and prospect for new business opportunities.
Role type
Frontline Financial Adviser / Sales Associate
Builds
Customer relationships and sales pipelines for financial products
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 routine customer service inquiries, interview customers to clarify needs using sales scripts, make calls to potential customers, input customer data into systems, follow mandatory compliance procedures, identify sales opportunities through referrals.
Seniority
Entry-level / Junior