Financial Adviser: Build Lasting Client Wealth

Old Mutual South Africa; Rustenburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Rustenburg is seeking a candidate to provide customer service and develop relationships with potential clients. The ideal candidate will have strong skills in consultative selling and customer management, supported by relevant qualifications. Responsibilities include assessing customer needs, maintaining CRM data, and identifying sales opportunities. This role offers a chance to make an impact in a dynamic environment.

Qualifications

• Experience with customer relationship management.
• Familiarity with sales software and data management.
• Strong interpersonal and communication skills.

Responsibilities

• Provide standard customer service and handle inquiries.
• Assess compliance with established standards for inquiries.
• Develop and manage customer relationships through effective communication.

Skills

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading financial services company in Rustenburg is seeking a candidate to provide customer service and develop relationships with potential clients. The ideal candidate will have strong skills in consultative selling and customer management, supported by relevant qualifications. Responsibilities include assessing customer needs, maintaining CRM data, and identifying sales opportunities. This role offers a chance to make an impact in a dynamic environment.