Consultative Financial Advisor

Old Mutual South Africa

Maluti-a-Phofung Local Municipality

In loco

ZAR 300.000 - 450.000

Tempo pieno

3 ore fa

Candidati tra i primi

Una candidatura completa in un minuto

Curriculum e lettera di presentazione personalizzati, pronti da inviare.

Supera i filtri ATS

Descrizione del lavoro

Old Mutual South Africa invites you to join our team as a Sales Advisor. You will provide advice on a range of products to a defined market and be accountable for achieving results through your own efforts.

Key duties include delivering excellent customer service, prospecting, handling CRM data, clarifying needs, and building lasting customer relationships while following compliance standards. Strong communication and a customer-focused approach are essential.

Competenze

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.

Mansioni

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, referring more complex matters to colleagues.
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.
Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Make calls to allocated potential customers to develop relationships and provide a first point of contact for resolving customer queries and complaints.
Follow a range of mandatory procedures to ensure that work is carried out to required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Carry out routine business development support tasks and assist others by following established procedures.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
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.