Education ofertas em Espanha

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Job Description

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

Responsibilities

1. Customer Service: Provide quality service to customers, identify opportunities for new business or retention, process cases, and resolve complex queries.
2. Solutions Analysis: Analyze problems to find the best solutions, which may be technical or professional.
3. Receiving Visitors: Welcome visitors, assist with information requests, and refer complex matters to colleagues.
4. Customer Relationship Management (CRM) Data: Schedule follow-ups, input relevant information into CRM, and maintain quality data for customer retention and business development.
5. Customer Needs Clarification: Set objectives for sales calls, tailor presentations, and ask relevant questions to assess customer interest and needs.
6. Customer Relationship Development / Prospecting: Develop plans to build relationships with decision-makers and influencers within customer organizations.
7. Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory standards; seek approval for exceptions.
8. Business Development: Analyze sales and market data to identify growth opportunities; build a network within the business sector; represent the organization at sector events.
9. Data Exploration: Conduct research and analyze data using primary sources and business intelligence tools.
10. Network of Influence: Participate in and contribute to internal and external networks to share ideas and foster influence.

Skills

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education & Experience

Details on education and experience are unspecified or unclear, but relevant experience in financial services, sales, or related fields is advantageous.

Closing Date: 18 April 2025 23:59

The appointment will follow the Employment Equity Plan of Old Mutual South Africa.

Additional Information: The role involves business development, customer relationship management, and compliance with organizational standards.