Financial Advisor - Client Growth & Solutions

oldmutual

Greater London

On-site

GBP 30,000 - 42,000

Full time

7 days ago

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Job summary

Old Mutual in the United Kingdom seeks an experienced sales professional to advise on a range of products to a allocated market. You will handle customer service, CRM data, and relationship development to drive new business and retain clients.

Requirements include Grade 12, FAIS compliance, a valid driver’s license, and at least 3 years in sales with strong communication and presentation skills. The role emphasizes compliance and market development.

Qualifications

Grade 12 (Matric) is required.
FAIS Compliance with NQF Level 5 qualification is required.
Valid driver’s license and own car are expected.
Criminal and credit checks must be clear.
Minimum 3 years of sales experience preferred.
Computer literacy with MS Word, PowerPoint and Outlook is required.
Excellent written and verbal communication skills; presenting skills are a plus.

Responsibilities

Provide quality customer service while identifying new business opportunities.
Analyze problems to find technical or professional solutions.
Receive visitors and assist with information requests.
Enter CRM data after each contact to support retention and business development.
Set objectives for calls/meetings and tailor materials for decision-makers.
Develop and implement relationship plans for potential accounts.
Ensure adherence to organizational policies and regulatory codes.
Monitor market data to identify sales opportunities in a geographic region.
Represent the organization at business events and build networks.
Research data using BI tools to analyze trends.