At a Glance
- Tasks: Engage with customers, analyse needs, and develop relationships to enhance their financial journey.
- Company: Join Old Mutual, a leading African financial services organisation committed to positive futures.
- Benefits: Enjoy competitive pay, career growth, and the chance to make a real impact.
- Other info: Dynamic work environment with opportunities for networking and professional development.
- Why this job: Be part of a diverse team shaping Africa's financial landscape and creating meaningful connections.
- Qualifications: NQF Level 5 or equivalent; customer service skills and a passion for helping others.
The predicted salary is between 40500 - 49500 £ per year.
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Responsibilities
- Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
- Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
- Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data: 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.
- Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Customer Relationship Development / Prospecting: 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.
- Operational Compliance: 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.
- Business Development: Carry out routine business development support tasks and assist others by following established procedures.
- Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
- Data Exploration: Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
- Network of Influence: 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.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
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.
The Old Mutual Story! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
Advancing Financial Adviser (Bethlehem / Lindley / Reitz) employer: Old Mutual Limited
Old Mutual is an exceptional employer that champions the entrepreneurial spirit of its employees, particularly in the vibrant setting of East London. With a strong focus on personal and professional growth, the company offers comprehensive training and mentorship opportunities for aspiring Financial Advisers, fostering a collaborative and customer-centric work culture. Employees benefit from being part of a leading insurance firm that values diversity and is committed to helping individuals achieve their financial goals.
