Growth-Oriented Financial Adviser

Old Mutual Limited; Vereeniging; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual Limited is seeking an Advancing Financial Adviser in Vereeniging (Three Rivers area) for full-time employment. The role focuses on customer service, needs analysis, prospecting, and relationship management within a regulated environment.

You will follow a multilevel sales script to clarify customer requirements, develop relationships with new prospects, and ensure data accuracy in CRM while adhering to compliance standards.

Qualifications

• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• 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.
• Develop relationships by making calls (telephone or in person) to allocated potential customers.

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 note follow-up actions.
• Interview the customer to clarify requirements and develop relationships.
• Identify potential customers and generate sales opportunities.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.

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 4 / Grade 12 / National or Occupational Certificate or equivalent

Job description

Old Mutual Limited is seeking an Advancing Financial Adviser in Vereeniging (Three Rivers area) for full-time employment. The role focuses on customer service, needs analysis, prospecting, and relationship management within a regulated environment.

You will follow a multilevel sales script to clarify customer requirements, develop relationships with new prospects, and ensure data accuracy in CRM while adhering to compliance standards.