Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
The Conditional Salaried Financial Advisor (FA) is responsible for acquiring, advising, and servicing clients by identifying their financial needs and providing appropriate insurance and investment solutions.ResponsibilitiesCustomer ServiceCarry out standard customer service activities and handle simple customer inquiries.
Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.
Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) DataEnsure 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.
Customer Needs ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / ProspectingMake 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.
Operational ComplianceFollow 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.
Business DevelopmentCarry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of InfluenceDemonstrate 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.
Key Result Areas and work descriptions:
- Provide advice in line with the customer value proposition & compliance framework.
- Develop, track and review business plans and meet individual performance targets.
- Work in specific allocated markets.
- Sell the company’s specific range of products.
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 RelationshipsCompetencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducation
Bachelor of Administration (BAdmin): Sales: Banking ServicesClosing Date
The Old Mutual Story!
Skills Required
- Bachelor of Administration in Sales or Banking Services
- Consultative selling and strategic selling skills
- Customer service and customer relationship management skills
- Ability to identify customer needs and sales opportunities
- Oral communication and interpersonal skills
- Ability to follow regulatory, compliance, and internal conduct procedures
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
