Direct Sales Advisor Cape Town - Cape Town Region
Old Mutual Personal Financial Advice
This is a telephonic advice business unit within Old Mutual. As a Direct Sales Financial Advisor within Direct Financial Advice , you have the opportunity to work within a financial sales outbound contact center where you will receive qualified leads, you will be enabled by receiving comprehensive training, the necessary system and management support to assist you in building a successful career as a Financial Adviser. At a glance is about championing our valued customers to achieve their life time goals. This role has been identified as a role governed by the execution of sales under the FAIS act and, as a result, the successful candidates must therefore comply with all FAIS requirements of a matric or equivalent, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications Productivity Sells OM products or services over the telephone. Achievement of sales targets and objectives within tight business disciplines and processes Identifying new creative means of achieving sales/campaign goals (within compliance regulations) Ensures compliance to process & procedures to minimize business risk Keep abreast of new technology and processes being implemented within the area Working towards achievement of sales targets within a diverse team Quality management of ALL outputs, with the end customer in mind Optimal operational efficiencies must be maintained Adapt and change to fit in with changing business operational requirements Financial Advice Effectively handles all client queries professionall without providing advice Will be dealing with customer banking details The use of appropriate applications and technology in a professional, client-centric manner Matric Contact Centre Experience – min 12 months Customer service sales target with commission Experience Must have experience reaching steep sales targets. Must have a proven sales track record. Strong level of computer literacy (including Ms Office) to interface with multi-system technology. FAIS compliant if previously in the industry Clear Criminal and credit record
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