Financial Adviser - Consultative Sales & Client Growth

Old Mutual Limited

Durban

On-site

ZAR 210,000 - 360,000

Full time

4 days ago

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Job summary

Old Mutual Limited is recruiting an Advancing Financial Adviser to support customers in Amanzimtoti, Umlazi, Chatsworth and surrounding areas. You will carry out customer service activities, analyze needs, clarify requirements, and build relationships through proactive engagement and structured sales scripts.

The role emphasizes compliance with procedures, data accuracy in CRM, and proactive prospecting for new business while delivering quality financial advice.

Qualifications

NQF Level 5 or equivalent (Required).
Experience in financial services is advantageous.

Responsibilities

Carry out standard customer service activities and handle inquiries.
Assess compliance with established standards and protocols for routine inquiries.
Receive visitors and assist with information requests, referring complex matters to colleagues.
Maintain accurate customer details in the CRM and note follow-up actions.
Interview customers to clarify requirements using a multilevel sales script.
Make calls to develop relationships and provide first contact for queries.

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

NQF Level 5

Tools

CRM software

Job description

The role emphasizes compliance with procedures, data accuracy in CRM, and proactive prospecting for new business while delivering quality financial advice.

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