Job Specification:
- 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.
Minimum Requirements
- 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 driven
- 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.
Good day have 22 points in matric and would love yo learn more.