Advancing Financial Adviser

Old Mutual Limited; Bloemfontein; Presencial; ZAR 180 000 - 300 000; Tempo integral

Resumo da oferta

Old Mutual Limited in Bloemfontein is seeking an Advancing Financial Adviser to support customer service tasks, assess compliance, and develop customer relationships through a multilevel sales script. You will gather information, handle inquiries, and refer complex matters to colleagues as needed.

This role emphasizes data accuracy in CRM, prospecting, and balancing stakeholder needs while adhering to policy and regulatory requirements. Strong communication and service focus are essential.

Qualificações

• NQF Level 5 or higher (Higher, Advance or Occupational Certificate or equivalent) required.

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.

Conhecimentos

Consultative selling

Customer service

CRM data management

Probing questions

Identifying customer needs

Qualifying prospects

Oral communications

Sales data management

Strategic selling

Customer relationship development

Formação académica

NQF Level 5 or higher

Descrição da oferta de emprego

Advancing Financial AdviserOur website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Advancing Financial AdviserApply: Bloemfontein: Full time: Posted Today: JR-84723**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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 5 - Higher, Advance 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.***