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Advancing Financial Adviser
Old Mutual Limited. Carry out standard customer service activities and handle simple customer inquiries .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and consultative selling, with a strong focus on customer feedback management and relationship building. Proficient in evaluating customer needs and managing sales data effectively.
Highest-signal resume keywords
Consultative SellingCustomer ServiceSales Data ManagementCustomer Feedback ManagementOral Communications
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales SoftwareEvaluating InformationIdentifying Customer NeedsIdentifying Sales OpportunitiesQualifying Prospects
Soft Skills
Customer-FocusedInterpersonal SavvyCommunicates EffectivelyStrengthening Customer RelationshipsManages Complexity
Tools & Technologies
CRM SystemSpreadsheets
Certifications & Qualifications
NQF Level 5 - Higher, Advance or Occupational Certificate
Industry Keywords
Customer UnderstandingProbing QuestionsStrategic SellingBalances StakeholdersBuilds Networks
About the role
Key responsibilities & impact- Carry out standard customer service activities and handle simple customer inquiries
- Assess compliance with established standards and protocols for routine inquiries
- Receive visitors and assist with requests for information, referring complex matters to colleagues
- Maintain accurate customer details in the CRM system and record follow-up actions and sales-call activities
- Interview customers using a multilevel sales script to clarify requirements
- Contact allocated potential customers by telephone or in person to develop relationships
- Provide first-point contact for resolving customer queries and complaints
- Follow mandatory procedures and regulatory and internal codes of conduct
- Perform routine business development support tasks
- Identify potential customers through information, referrals, and recommendations
- Select appropriate data and enter it into spreadsheets or standard formats
- Participate in and contribute to internal and external networks of people, technologies, and ideas
Requirements
What you’ll need- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
- 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
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
- 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.