Advancing Financial Adviser (Bizana, Shelly Beach, Kokstad, Port Shepstone, Umzimkulu, Mount Frere)

About the role

Old Mutual is recruiting an Advancing Financial Adviser covering Bizana, Shelly Beach, Kokstad, Port Shepstone, Umzimkulu, Mount Frere and surrounding areas. The role combines customer service, relationship building and prospecting, 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 routine inquiries meet established standards and protocols
• Receive visitors and help with information requests
• Keep customer details in the CRM accurate and record follow-up actions and notes on each sales call
• Interview customers using a multilevel sales script to clarify their needs
• Call allocated potential customers by phone 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 and enter data 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)

Required skills

• Consultative selling and strategic selling
• Sales software and sales data management
• Customer feedback management and customer-focused communication
• Probing questions, qualifying prospects and identifying sales opportunities