Advancing Financial Adviser

About the role

Old Mutual is recruiting an Advancing Financial Adviser covering Hillcrest, Pinetown, New Germany, Hammarsdale, Kloof and surrounding areas. The role combines customer service, prospecting and relationship building with compliance and business development support.

Key responsibilities

• Handle simple customer inquiries and receive visitors, referring complex matters to colleagues
• 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 comply with external 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, and contribute to a network of people, technologies and ideas inside and outside the company

Required profile

• NQF Level 5 qualification (Higher, Advance or Occupational Certificate) or equivalent
• Appointments are 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