Advancing Financial Adviser (Hillcrest, Pinetown, New Germany, Hammarsdale, Kloof and Surroundings) at Old Mutual Limited | Durban, Kwazulu-Natal, South Africa | Rezi

Advancing Financial Adviser (Hillcrest, Pinetown, New Germany, Hammarsdale, Kloof and Surroundings) at Old Mutual Limited

Advancing Financial Adviser (Hillcrest, Pinetown, New Germany, Hammarsdale, Kloof and Surroundings)

Old Mutual Limited · Durban, Kwazulu-Natal, South Africa

1 weeks ago

Advancing Financial Adviser (Hillcrest, Pinetown, New Germany, Hammarsdale, Kloof and Surroundings)

Old Mutual Limited · Durban, Kwazulu-Natal, South Africa

7 days ago
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About the Role

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Let's write Africa's story together!

Responsibilities

  • Carry out standard customer service activities and handle simple customer inquiries.
  • Assess compliance with established standards and protocols for routine inquiries.
  • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
  • Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
  • Make calls (by telephone or in person) to allocated potential customers to develop relationships.
  • Provide a first point of contact for resolving customer queries and complaints.
  • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
  • Carry out routine business development support tasks and assist others by following established procedures.
  • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
  • Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
  • Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Skills

  • Consultative Selling
  • Customer Feedback Management
  • Customer-Focused
  • Customer Service
  • Customer Understanding
  • Evaluating Information
  • Identifying Customer Needs
  • Identifying Sales Opportunities
  • Oral Communications
  • Probing Questions
  • Qualifying Prospects
  • Sales Data Management
  • Sales Software
  • Strategic Selling
  • Strengthening Customer Relationships
  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

Education Level

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

About the Company

  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
  • The Old Mutual Story!

Equal Opportunity

  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.