Advancing Financial Adviser

Old Mutual Insurance

**
Consultative selling skills
Customer service experience
Crm data management
** 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. **

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

** 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. **

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

Tailored Resume

Cover Letter