Strategic Financial Adviser: Client Growth & CRM

Old Mutual; Vanderbijlpark; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company is seeking an Advancing Financial Adviser in Vanderbijlpark. The role involves customer service, business development, and compliance tasks. A strong background in consultative selling and customer relationship management is essential. Applicants should have NQF Level 5 qualifications and be capable of developing relationships with potential clients. This position ensures support in enhancing customer satisfaction and service excellence.

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.
• Ensure basic customer details held in the system are accurate.
• Interview the customer to clarify their requirements.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures to ensure work quality.
• Carry out routine business development support tasks.
• Identify potential customers through information and referrals.
• Select appropriate data and input into spreadsheets.
• Participate in a network of people, technologies, and ideas.

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 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading financial services company is seeking an Advancing Financial Adviser in Vanderbijlpark. The role involves customer service, business development, and compliance tasks. A strong background in consultative selling and customer relationship management is essential. Applicants should have NQF Level 5 qualifications and be capable of developing relationships with potential clients. This position ensures support in enhancing customer satisfaction and service excellence.