Advancing Financial Adviser

Let's Write Africa's Story Together! RESPONSIBILITIES CUSTOMER SERVICE • Carry out standard customer service activities and handle simple customer inquiries. SOLUTIONS ANALYSIS • Assess compliance with established standards and protocols for routine inquiries. RECEIVING VISITORS • Receive visitors and assist with various requests for information, referring more complex matters to colleagues. CUSTOMER RELATIONSHIP MANAGEMENT (CRM) DATA • Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call. CUSTOMER NEEDS CLARIFICATION • Interview the customer, following a multilevel sales script, to clarify the customer's requirements. CUSTOMER RELATIONSHIP DEVELOPMENT / PROSPECTING • Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints. OPERATIONAL COMPLIANCE • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. BUSINESS DEVELOPMENT • Carry out routine business development support tasks and assist others by following established procedures. SALES OPPORTUNITIES CREATION • Identify potential customers by obtaining information, referrals, and recommendations from existing customers. DATA EXPLORATION • Select appropriate data from information provided by others and input that data into spreadsheets or standard formats. 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. Skills • 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 Competencies • Balances Stakeholders • Builds Networks • Communicates Effectively • Customer Focus • Ensures Accountability • Instills Trust • Interpersonal Savvy • Manages Complexity Education • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)