Advancing Financial Adviser

Advancing Financial Adviser

Advancing Financial Adviser

Old Mutual Limited

Vanderbijlpark, South Africa

34 minutos atrás

Nenhuma candidatura

Sobre

  • Let's Write Africa's Story Together!
  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
  • Responsibilities
  • Customer Service
  • Carry out standard customer service activities and handle simple customer inquiries.
  • Solutions Analysis
  • Assess compliance with established standards and protocols for routine inquiries.
  • Receiving Visitors
  • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • Customer Relationship Management (CRM) Data
  • Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
  • Customer Needs Clarification
  • Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
  • Customer Relationship Development / Prospecting
  • Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
  • Operational Compliance
  • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
  • Business Development
  • Carry out routine business development support tasks and assist others by following established procedures.
  • Sales Opportunities Creation
  • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
  • Data Exploration
  • Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
  • 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
  • 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
  • Competencies
  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity
  • Education
  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
  • Closing Date
  • 19 September 2026 , 23:59
  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
  • The Old Mutual Story!