Advancing Financial Adviser

Old Mutual Limited; South Africa; In loco; ZAR 300.000 - 420.000; Tempo pieno

Descrizione del lavoro

Old Mutual Limited in Bethlehem seeks an Advancing Financial Adviser to deliver customer-centric financial guidance and services. You will handle inquiries, assess needs, and develop relationships through consultative selling, following established sales scripts and compliance standards.

The role emphasizes customer service excellence, data integrity in CRM, and proactive prospecting to grow the client base while supporting regulatory and internal codes of conduct.

Competenze

• Carry out standard customer service activities and handle simple inquiries.
• Interview customers to clarify requirements using a multilevel sales script.
• Identify potential customers through referrals and existing customers.

Mansioni

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Refer complex matters to colleagues as needed.
• Ensure CRM data accuracy and note follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures for quality and regulatory compliance.
• Support routine business development activities.
• Identify sales opportunities from customer information.

Conoscenze

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Networking

Formazione

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Strumenti

CRM Systems

Descrizione del lavoro

## Advancing Financial AdviserApply: Bethlehem: Full time: Posted Today: JR-84849**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 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.***