MFC Salaried Financial Advisor (RECRUITMENT POOL)
Old MutualJob Description
Description
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Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.Responsibilities
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...
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