Client-Centric Financial Solutions Advisor

Old Mutual; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm is seeking a customer-oriented advisor to provide product advice within a specific market. Responsibilities include customer service, relationship management, and compliance. Candidates should possess a Matriculation Certificate and strong skills in consultative selling and customer-focused strategies. This role emphasizes business development and operational compliance, offering opportunities to enhance customer relationships through effective communication.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure customer details in the system are accurate and track follow-up actions.
• Clarify customer requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure compliance with quality standards.
• Assist in routine business development support tasks.
• Identify potential customers by obtaining referrals from existing customers.
• Input selected data into spreadsheets or standard formats.
• Participate in a network of people, technologies, and ideas.

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

Education

Matriculation Certificate (Matric)

Job description

A leading financial services firm is seeking a customer-oriented advisor to provide product advice within a specific market. Responsibilities include customer service, relationship management, and compliance. Candidates should possess a Matriculation Certificate and strong skills in consultative selling and customer-focused strategies. This role emphasizes business development and operational compliance, offering opportunities to enhance customer relationships through effective communication.