Financial Consultant (Hermanus)

About the role

Old Mutual is hiring a Financial Consultant in Hermanus. The consultant advises clients on a defined range of products for a specific allocated market and is individually accountable for achieving results through their own efforts.

Key responsibilities

• Customer service: handle simple customer inquiries and refer more complex matters to colleagues
• Solutions analysis: assess routine inquiries against established standards and protocols
• Customer relationship management: keep customer details accurate, record follow-up actions and notes from each sales call
• Clarify customer needs using a multilevel sales script
• Prospect potential customers by phone or in person 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 leads from existing customers' information, referrals and recommendations
• 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

• Ability to balance stakeholders, build networks, communicate effectively, show customer focus, ensure accountability, instill trust and manage complexity
• Appointments are made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the business unit