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MFC Salaried Financial Advisor

Old Mutual

Krugersdorp

On-site

ZAR 300 000 - 400 000

Full time

Yesterday

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Job summary

A leading financial services provider in South Africa is looking for a motivated individual to provide quality advice and service to a specific market. The role involves analyzing customer needs, developing business opportunities, and ensuring compliance with operational standards. The ideal candidate will have strong consultative selling skills and a focus on customer satisfaction, with an NQF Level 5 qualification. Join us to make an impact in the financial sector!

Responsibilities

Provide quality service to customers while identifying new business opportunities.
Analyze specific problems to find the best solutions.
Schedule follow-ups and enter information into the CRM system.
Develop a relationship management plan for potential customer accounts.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Sales Software

Strengthening Customer Relationships

Education

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

Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

Customer Service

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Solutions Analysis

Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Operational Compliance

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Business Development

Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Sales Opportunities Creation

Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Data Exploration

Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

Network of Influence

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.

Skills