Mall-Based Financial Solutions Advisor

Old Mutual Limited; South Africa; Sur place; ZAR 350 000 - 550 000; Plein temps

Résumé du poste

Old Mutual Limited in Emoyeni Mall is seeking a Financial Consultant to advise on a range of financial products and build relationships with clients in the allocated market. You will handle inquiries and deliver courteous service while ensuring data accuracy in CRM systems.

The role emphasizes compliance with regulatory standards, prospecting for new business, and providing timely information to customers. It offers growth opportunities within a leading South African financial services company.

Qualifications

• Provide advice on a specific range of products to a defined allocated market.
• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or visit prospects to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers from referrals and recommendations.
• Select data from information provided and enter into standard formats.

Responsabilités

• 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 requests for information.
• Ensure that basic customer details in the CRM are accurate and capture follow-up notes.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or visits to allocate prospects to develop relationships and resolve queries.
• Follow procedures to ensure quality standards and regulatory compliance.
• Carry out routine business development support tasks per established procedures.
• Identify potential customers through referrals and recommendations.
• Extract relevant data and input into spreadsheets or standard formats.

Connaissances

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

Formation

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

Description du poste

Old Mutual Limited in Emoyeni Mall is seeking a Financial Consultant to advise on a range of financial products and build relationships with clients in the allocated market. You will handle inquiries and deliver courteous service while ensuring data accuracy in CRM systems.

The role emphasizes compliance with regulatory standards, prospecting for new business, and providing timely information to customers. It offers growth opportunities within a leading South African financial services company.