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Old Mutual South Africa · 4 months ago

Salaried Financial Advisor (Recruitment pool)

Welkom

Full-time

Onsite

New Grad, Entry Level

Old Mutual South Africa is committed to the African opportunity and values diverse talent. The Salaried Financial Advisor role involves providing tailored financial advice, delivering excellent customer service, and developing business relationships to drive sales and customer retention.

Financial ServicesInsuranceLife Insurance

Responsibilities

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems

Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature

Receive visitors and assist with various requests for information, referring more complex matters to colleagues

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure

Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed

Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services

Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools

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

Qualification

Consultative SellingCustomer Relationship ManagementSales Opportunities CreationSales SoftwareData ExplorationBuilding TrustProbing QuestionsQualifying ProspectsStrengthening Customer RelationshipsCustomer-FocusedOral Communications

Required

High School (Grade 12) (Required)

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Company

Old Mutual South Africa

Glassdoor3.8

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.

Founded in 1845