Advancing Financial Adviser (Heilbron / Frankfort)
Old Mutual South Africa · Frankfort, KY · 2 mo ago
FinanceFull-time
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, referring more complex matters to colleagues
- 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
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements
- 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
- 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
- Carry out routine business development support tasks and assist others by following established procedures
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats
- 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)