Advancing Financial Adviser (Heilbron / Frankfort)

About the role

Old Mutual is recruiting an Advancing Financial Adviser based in Heilbron / Frankfort. The role covers customer service, prospecting and relationship building, and operational compliance within the financial services sector.

Key responsibilities

• Handle simple customer inquiries and assess compliance with established standards and protocols
• Receive visitors, answer information requests and refer complex matters to colleagues
• Keep customer details in the CRM accurate and record follow-up actions and notes on each sales call
• Clarify customer needs using a multilevel sales script and develop relationships with potential customers by phone or in person
• Act as first point of contact for customer queries and complaints
• Follow mandatory procedures to meet quality standards and regulatory and internal codes of conduct
• Support business development, identify potential customers through referrals and recommendations, and enter data into spreadsheets or standard formats
• Contribute to a network of people, technologies and ideas inside and outside the company

Required profile

• NQF Level 4, Grade 12, school leaving certificate, national or occupational certificate or equivalent (required)
• Appointment made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa

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