Client-Focused Financial Advisor

Old Mutual South Africa; Ngcobo; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa in the Eastern Cape is seeking a client-focused professional to provide excellent service and financial education while marketing and selling Old Mutual and other products. You will be responsible for delivering on daily production standards and building strong customer relationships.

The role involves meeting monthly lending and product targets, educating clients on responsible credit use, generating new business through marketing and referrals, and adhering to

Qualifications

• Excellent client service and communication skills.
• Ability to meet monthly lending and other product targets.
• Educates clients on credit use and money management.

Responsibilities

• Provide excellent face-to-face and telephonic service to customers.
• Achieve daily production standards and adhere to service standards.
• Build relationships across business units and generate new business leads.

Skills

Customer service

Sales

Communication

Financial education

Job description

Old Mutual South Africa in the Eastern Cape is seeking a client-focused professional to provide excellent service and financial education while marketing and selling Old Mutual and other products. You will be responsible for delivering on daily production standards and building strong customer relationships.

The role involves meeting monthly lending and product targets, educating clients on responsible credit use, generating new business through marketing and referrals, and adhering to