Client-Focused Financial Consultant & Advisor

Old Mutual Limited; Gauteng; Vor Ort; ZAR 300.000 - 540.000; Vollzeit

Zusammenfassung

Old Mutual Limited in Vosloorus is seeking a Financial Consultant to advise clients on a range of financial products, build and nurture customer relationships, and handle inquiries efficiently. The role emphasizes consultative selling, accurate CRM data, and proactive prospecting to grow the allocated client base.

You will interview customers to clarify requirements, develop opportunities, and follow a multilevel sales script while ensuring compliance with internal procedures and external codes

Qualifikationen

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

Aufgaben

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receiving visitors and assisting with various requests for information, referring more complex matters to colleagues.
• CRM data: Ensure basic customer details are accurate and note follow-up actions.
• Interview customers following a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards and regulatory codes.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by obtaining referrals and recommendations from existing customers.
• Select appropriate data from information and input into standard formats.
• Demonstrate understanding of networking by contributing to a network of people and ideas.

Kenntnisse

Consultative Selling

Customer Feedback Management

Customer Focus

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

Ausbildung

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

Jobbeschreibung

Old Mutual Limited in Vosloorus is seeking a Financial Consultant to advise clients on a range of financial products, build and nurture customer relationships, and handle inquiries efficiently. The role emphasizes consultative selling, accurate CRM data, and proactive prospecting to grow the allocated client base.

You will interview customers to clarify requirements, develop opportunities, and follow a multilevel sales script while ensuring compliance with internal procedures and external codes