Consultative Financial Advisor

Old Mutual South Africa

Thohoyandou

On-site

ZAR 200,000 - 300,000

Full time

14 days+
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Job summary

Old Mutual South Africa is seeking candidates for a role focused on providing tailored advice within a specific market. Responsibilities include delivering exceptional customer service, analyzing business needs, and developing client relationships.

The successful candidate will hold a Grade 12 qualification, have a valid driver's license, and possess excellent interpersonal skills.

This role requires an individual who is action-oriented and results-driven, with at least three years of experience in sales.

Qualifications

  • Must have a valid Driver’s license and own car.
  • FAIS Compliance required.
  • Minimum of 3 years working experience in sales preferred.
  • Excellent communication skills, written and verbal.

Responsibilities

  • Provide quality service to customers while securing new business.
  • Analyze problems and issues to find best solutions.
  • Develop and implement relationship management plans.
  • Monitor and assess sales and market data.

Skills

Building Trust
Consultative Selling
Customer-Focused
Customer Service
Identifying Sales Opportunities
Oral Communications
Sales Data Management
Strategic Selling

Education

Grade 12 (Matric)
NQF Level 5 – Higher, Advanced or Occupational Certificate

Tools

MS Word
PowerPoint
Outlook

Job description

Old Mutual South Africa is seeking candidates for a role focused on providing tailored advice within a specific market. Responsibilities include delivering exceptional customer service, analyzing business needs, and developing client relationships.

The successful candidate will hold a Grade 12 qualification, have a valid driver's license, and possess excellent interpersonal skills.

This role requires an individual who is action-oriented and results-driven, with at least three years of experience in sales.

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