Strategic Financial Advisor

Old Mutual Limited; East London; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in East London is seeking a Financial Consultant to provide advice on a range of financial products to a defined market. You will handle customer inquiries, assess needs, and build relationships through consultations and CRM data accuracy.

Responsibilities include following compliant processes, developing new opportunities, and maintaining high service standards while following sales scripts and company procedures.

Qualifications

• Consultative selling and customer-focused approach required.
• Ability to evaluate information and identify customer needs.
• Experience building customer relationships and sales opportunities.
• Proficiency in handling customer inquiries and CRM data.
• Strong communication and prospecting skills.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data accuracy and note follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Develop relationships with allocated potential customers and identify opportunities.
• Follow mandatory procedures to ensure regulatory compliance.
• Support business development tasks and follow established procedures.
• Identify potential customers via referrals and recommendations.
• Input data into spreadsheets in standard formats.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Evaluating Information

Identifying Needs

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

High School (Grade 12)

Job description

Old Mutual Limited in East London is seeking a Financial Consultant to provide advice on a range of financial products to a defined market. You will handle customer inquiries, assess needs, and build relationships through consultations and CRM data accuracy.

Responsibilities include following compliant processes, developing new opportunities, and maintaining high service standards while following sales scripts and company procedures.