Strategic Financial Advisor & Client Growth Specialist

Old Mutual Limited; Welkom; Vor Ort; ZAR 300.000 - 480.000; Vollzeit

Zusammenfassung

Old Mutual Limited in Welkom seeks an Advancing Financial Adviser to drive customer service, sales opportunities, and relationship development. You will carry out standard inquiries, verify CRM data, and follow approved procedures while engaging with prospective clients to clarify needs and suggest suitable financial solutions.

The role emphasizes strong communication, data handling, and a proactive approach to building client relationships within regulatory guidelines.

Qualifikationen

• Customer service and CRM data handling.
• Carry out standard customer service activities.
• Interview customers to clarify requirements.
• Identify sales opportunities through referrals and outreach.

Aufgaben

• 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 information requests, referring complex matters to colleagues.
• Ensure basic customer details in CRM are accurate and note follow-ups and actions.
• Interview customers to clarify requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be first contact for queries and complaints.
• Follow mandatory procedures to ensure quality and regulatory adherence.
• Carry out routine business development support tasks following procedures.
• Identify potential customers by obtaining referrals and recommendations.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value through internal and external networks.

Kenntnisse

Consultative Selling

Customer Feedback Management

Customer Focus

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

Ausbildung

NQF Level 5 or higher certificate

Jobbeschreibung

Old Mutual Limited in Welkom seeks an Advancing Financial Adviser to drive customer service, sales opportunities, and relationship development. You will carry out standard inquiries, verify CRM data, and follow approved procedures while engaging with prospective clients to clarify needs and suggest suitable financial solutions.

The role emphasizes strong communication, data handling, and a proactive approach to building client relationships within regulatory guidelines.