Advancing Financial Adviser (Amanzimtoti, Umlazi, Chatsworth)

About the role

Old Mutual is recruiting an Advancing Financial Adviser to serve clients in Amanzimtoti, Umlazi, Chatsworth and surrounding areas. The role covers customer service, relationship building, prospecting and basic business development, with appointments made from the designated group in line with the Employment Equity Plan.

Key responsibilities

• Handle simple customer inquiries and refer more complex matters to colleagues
• Check that customer details in the CRM system are accurate and record follow-up actions and notes on each sales call
• Interview customers using a multilevel sales script to clarify their needs
• Call potential customers by telephone or in person to build relationships and act as first point of contact for queries and complaints
• Follow mandatory procedures to meet quality standards and regulatory and internal codes of conduct
• Support business development and identify potential customers through information, referrals and recommendations from existing clients
• Select data from others and enter it into spreadsheets or standard formats
• Take part in a network of people, technologies and ideas inside and outside the company

Required profile

• NQF Level 5 Higher, Advanced or Occupational Certificate or equivalent (required)
• Appointments made from the designated group in line with the Employment Equity Plan

Required skills

• Consultative selling and strategic selling
• Sales software and sales data management
• Customer feedback management and customer-focused communication
• Qualifying prospects and identifying sales opportunities