Advancing Financial Adviser (Lichtenburg / Sannieshof / Delareyville / Mafikeng / Ottosdal)

About the role

Old Mutual is recruiting an Advancing Financial Adviser based in the Lichtenburg / Sannieshof / Delareyville / Mafikeng / Ottosdal area. The role covers 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 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 allocated 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 customers
• 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, Advance or Occupational Certificate or equivalent (required)
• Competencies: stakeholder balancing, network building, effective communication, accountability, trust-building and managing complexity

Required skills

• Consultative selling and strategic selling
• Sales software and sales data management
• Customer feedback management and customer-focused approach