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

• Grade 12 (a minimum of 23 points)
• A minimum of three years’ related experience in business management, insurance or financial services and markets sector
• OR
• A degree (NQF Level 7) in business or commercial fields
• Namibian Citizenship
• Valid driver’s license will be an added advantage
• Ability to leverage existing high net worth networks
• Above average numerical ability and the ability to present solutions to clients
• Computer literacy
• Willingness to work for commission
• Well presented with a high degree of professionalism
• A police clearance certificate, not older than 3 months
• Skills:
• Building Trust
• Consultative Selling
• Customer-Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships
• Competencies:
• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability
• Education:
• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Notes

• Only shortlisted applicants will be contacted