Financial Solutions Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA)

Cape Town

On-site

ZAR 180,000 - 300,000

Full time

2 days ago

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Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites applications for a customer-focused role that provides product advice to a defined market. You will be accountable for achieving results through your own efforts, delivering strong customer service and compliant activities.

The position emphasizes solving customer inquiries, maintaining CRM data, and developing relationships through proactive outreach and sales opportunities, while following internal standards and codes of conduct.

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, 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 (by telephone or in person) to allocated potential customers to develop relationships. 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 the 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.