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Old Mutual Insurance is seeking an Advancing Financial Adviser to enhance customer relationships and support business development efforts. The role emphasizes customer service, solutions analysis, and operational compliance, making it suitable for candidates with strong communication and consultative selling skills.
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Job Summary
The role involves carrying out standard customer service activities and handling simple inquiries while ensuring compliance with established standards.
Candidates will be responsible for interviewing customers using a multilevel sales script to clarify requirements and develop relationships through prospecting calls.
Old Mutual seeks diverse talent to advance Africa's story by adhering to mandatory procedures and internal codes of conduct.
Matching Summary
Match Score: 75
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Old Mutual Insurance is seeking an Advancing Financial Adviser to enhance customer relationships and support business development efforts. The role emphasizes customer service, solutions analysis, and operational compliance, making it suitable for candidates with strong communication and consultative selling skills.
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Skills & Requirements
Must-have
Consultative selling skills
Customer service experience
CRM data management
Compliance with regulatory codes
Prospecting and lead generation
Nice-to-have
Strong networking abilities
Strategic selling approach
Interpersonal savvy
Ability to manage complexity
Customer feedback management
Key Requirements
NQF Level 5 Higher, Advance or Occupational Certificate
Adherence to Employment Equity Plan
Work Rights
Must comply with Employment Equity Plan of Old Mutual South Africa