Responsibilities:
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.
More Information
- Job Application Details HOW TO APPLY INTERESTED CANDIDATES ARE REQEUSTED TO APPLY VIA THE FOLLOWING WEBSIITE: https://careers.ol.na/job/Midgard-Country-Estate-Gardener-Job/754580802/ NB: SHORTLISTED CANDIDATES WILL BE CONTACTED CLOSING DATE: 27 SEPTEMBER 2022
- This job has expired!
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