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Salaried Financial Advisor - Old Mutual Namibia

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Salaried Financial Advisor

Old Mutual Namibia

Windhoek

Company Details


Mutual Tower, 223 Independence Avenue,

Windhoek, Namibia

061 299 3999

Experience


3+ Years

Job Type


Full-Time

Closing Date


24 January 2025

Job Specification

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own effor

  • 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.

QUALIFICATIONS & EXPERIENCE

  • Namibian Citizenship
  • Grade 12 with commercial or business-related subjects and a minimum of 3 years’ experience as an insurance intermediary or related experience in the financial services; or Grade 10 with commercial or business-related subjects and a minimum of five years’ experience as an insurance intermediary or related experience in the financial services and markets sector
  • A clear criminal and credit check
  • Ability to work under pressure whilst still maintaining a professional image
  • Good planning, organising, and time-management skills
  • Computer literacy (MS Office Suite)
  • Proactive and passionate about sales
  • Outstanding networking skills
  • Good interpersonal and communication skills
  • Self-starter and team player
  • Valid Driver’s license
  • Having a vehicle will be an added advantage

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

The company ONLY accept applications via their career portal. Interested candidates can apply via the link below:

Apply online via: Old Mutual Career Portal


Closing Date: 24 January 2025



Need Help drafting up your CV and/Application Letter? Contact us and we will help you


Our Services and their Price Lists

- CV = N$ 100.00

- Application Letter = N$ 70.00

- CV + Application Letter = N$ 150.00

- Merging all documents into one (1) PDF File = N$30.00

- LinkedIn Profile Update/Optimization = N$150.00

- Career portals Account SignUp/Online Account Creation = N$ 100.00 per account

- Online Application (On career portals) = N$ 50.00 per post

- Account Sign-up + Online Application (1) = N$130.00

Get Our CV Package:

Fee: N$500.00

Package Includes:

- CV Revamp

- Two (2) Electronic CV. One (1) PDF and One (1) Word (Editable) (in the USB sticker, (We’ll provide the USB Sticker)).

- Merge all documents to the NEW CV.

- Five (5) Hard Copies (Color)

Contact Details:


Phone: +264 81 220 3109

Email: info@jobsnamibia.net

* For your application to standout, you'll need to have a profesional written CV and Application Letter. Contact us on the contact details provided above and we'll help you draft them up.

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