- Working with new and existing customers, making outbound calls to determine needs and interests
- Ensures that in telephonically dealing with customers, the customer experiences the Old Mutual brand promise
- Adheres to business, process and compliance rules
- Markets Old Mutual services and products to individual clients in accordance with predetermined script
- Initiates and identifies sales opportunities for Financial Advisors
- Builds relationships with new and existing clients and Financial Advisors
- Reviews the client portfolio telephonically with the client
- Identifies new and enhanced products and services to match client’s needs and gaps
- Assists the Financial Advisor in growing the share of wallet with each client
- Provides the Financial Advisor with potential leads generated via telephonic discussion with client.
Experience and Qualifications:
- Matric with 21 points
- Experience in a sales or service unit within the Financial Services industry (min 12 months)
- Proven sales track record would be advantageous
- Excellent interpersonal and communication skills
- Strong customer focus
- Goal and sales results drive
- High on initiating action to convert leads into appointments
- High quality orientation
- Effectively meeting client needs; and giving customers a great Old Mutual brand experience.
- Develop approaches that best position products, services and financial advice to prospective clients to illustrate the customer value proposition.
Closing Date: 01 October 2022
The company ONLY accept applications vis their career portal. Interested candidates can apply via the link below:
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