Sales Aggregator at Old Mutual

Minimum Requirements

• 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 driven
• 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.

Job Description:Skills

Sales

• 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.

Education

Closing Date

• 01 October 2022