Life Sales Consultant
Old Mutual South Africa, Hilton Head Island, SC, United States
Responsibilities
Data Collection and Analysis Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business Advice Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Insights and Reporting Extract and combine data to generate standard reports.
Customer Relationship Management / Account Management Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Financial Advice Conduct comprehensive financial planning and advice services for more complex client situations.
Sales Deliver mostly routine sales support services.
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.
Personal Capability Building Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
Accounting
Action Planning
Computer Literacy
Data Analysis
Database Reporting
Data Compilation
Data Interpretations
Evaluating Information
Management Reporting
Numerical Aptitude
Oral Communications
Professional Presentation
Report Review
Sales Software
Statistical Analysis Techniques
Competencies
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
Education NQF Level 3 & NQF Level 2 - Below school leaving
Employment Equity Statement The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
#J-18808-Ljbffr
Data Collection and Analysis Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business Advice Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Insights and Reporting Extract and combine data to generate standard reports.
Customer Relationship Management / Account Management Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Financial Advice Conduct comprehensive financial planning and advice services for more complex client situations.
Sales Deliver mostly routine sales support services.
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.
Personal Capability Building Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
Accounting
Action Planning
Computer Literacy
Data Analysis
Database Reporting
Data Compilation
Data Interpretations
Evaluating Information
Management Reporting
Numerical Aptitude
Oral Communications
Professional Presentation
Report Review
Sales Software
Statistical Analysis Techniques
Competencies
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
Education NQF Level 3 & NQF Level 2 - Below school leaving
Employment Equity Statement The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
#J-18808-Ljbffr