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Conditional Salaried Financial Advisor
Old Mutual Limited. Acquire, advise, and service clients by identifying financial needs and providing appropriate insurance and investment solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative selling and customer service, with a strong focus on identifying customer needs and providing tailored financial solutions. Proficient in maintaining customer relationships and ensuring compliance with regulatory standards.
Highest-signal resume keywords
Consultative SellingCustomer ServiceSales Data ManagementCustomer Feedback ManagementStrategic Selling
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-FocusedOral CommunicationsInterpersonal SavvyCommunicates EffectivelyInstills Trust
Tools & Technologies
CRM SystemsSpreadsheets
Certifications & Qualifications
Bachelor of Administration (BAdmin): Sales: Banking Services
Industry Keywords
Customer UnderstandingStrengthening Customer RelationshipsBalances StakeholdersManages ComplexityBusiness Development
About the role
Key responsibilities & impact- Acquire, advise, and service clients by identifying financial needs and providing appropriate insurance and investment solutions
- 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 CRM systems 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 a first point of contact for resolving customer queries and complaints
- Follow mandatory procedures and regulatory and internal codes of conduct
- Support routine business development tasks
- Identify potential customers through information, referrals, and recommendations
- Input appropriate data into spreadsheets or standard formats
- Participate in and contribute to internal and external networks
- Provide advice in line with the customer value proposition and compliance framework
- Develop, track, and review business plans and meet individual performance targets
- Work in allocated markets
- Sell the company’s specific range of products
Requirements
What you’ll need- Bachelor of Administration (BAdmin): Sales: Banking Services
- 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