Advancing Financial Adviser (Heilbron / Frankfort)

Old Mutual South Africa; Frankfort (KY); Presencial; USD 32.000 - 52.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa is seeking a customer service-oriented professional in Kentucky to handle routine inquiries and support sales-related activities. The role includes CRM data maintenance, needs clarification with customers, and developing relationships through calls or in-person meetings.

Responsibilities cover compliance with procedures, basic business development tasks, and identifying new sales opportunities while ensuring accurate data entry and follow-up actions.

Formación

• Strong communication and consultative selling skills.
• Experience with CRM data management and basic data quality checks.
• Ability to follow a multilevel sales script and clarify customer needs.

Responsabilidades

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, routing complex matters to colleagues.
• Ensure basic customer details in the CRM are accurate and notes are added for follow-up actions.
• Interview customers to clarify requirements following a sales script.
• Make calls or visit clients to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers by referrals and conversation for opportunities.
• Input data into spreadsheets or standard formats as instructed.
• Demonstrate networking value by engaging with internal and external networks.

Conocimientos

Consultative Selling

Customer Service

CRM Data

Identify Needs

Prospecting

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Strategic Selling

Relationship Building

Feedback Management

Educación

NQF Level 4 / Grade 12 or equivalent

Descripción del empleo

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

• Customer Service
  Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis
  Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors
  Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data
  Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification
  Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting
  Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance
  Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development
  Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation
  Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration
  Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence
  Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

29 November 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!