Commissioned Financial Advisor

Description

• Assists clients in achieving their financial goals by providing financial advice and relevant solutions to individual, corporate and institutional clients
• Offers advice in adherence to the customer value proposition and compliance framework
• Develops, tracks and reviews business plan to meet individual performance targets
• Prospects in allocated markets
• Offers specific range of products
• Manage a portfolio of existing clients
• Manage client product holding across a portfolio of Old Mutual solutions
• Retain existing business
• Build and manage exceptional client relationships

Duties

• Customer Service:
• Provide a quality service to customers while identifying opportunities to secure new business or support retention
• Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems
• Solutions Analysis:
• Analyze specific problems and issues to find the best solutions
• Solutions could be technical or professional in nature
• Receiving Visitors:
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues
• Customer Relationship Management (CRM) Data:
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities
• Customer Needs Clarification:
• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation
• Customer Relationship Development / Prospecting:
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues
• Operational Compliance:
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure
• Business Development:
• Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed
• Sales Opportunities Creation:
• Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services
• Data Exploration:
• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools
• Network of Influence:
• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company

Requisites

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
• Competencies:
• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Notes

• Only shortlisted applicants will be contacted