Financial Adviser: Growth & Relationship Architect

Old Mutual; Brits; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a candidate for a customer service role focused on consultative selling and relationship management. The ideal candidate will have strong communication skills and be able to clarify customer needs effectively. NQF Level 5 or equivalent is required. The position offers a chance to contribute to business development while adhering to regulatory standards.

Qualifications

• Strong skills in customer service and consultative selling.
• Ability to assess and identify customer needs effectively.
• Experience in sales data management and CRM systems.

Responsibilities

• Handle customer inquiries and provide effective solutions.
• Clarify customer requirements through interviews.
• Ensure compliance with operational standards and guidelines.

Skills

Consultative Selling

Customer Service

Customer Feedback Management

Identifying Customer Needs

Sales Opportunities Creation

Strategic Selling

Education

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

Job description

A leading financial services provider in South Africa is seeking a candidate for a customer service role focused on consultative selling and relationship management. The ideal candidate will have strong communication skills and be able to clarify customer needs effectively. NQF Level 5 or equivalent is required. The position offers a chance to contribute to business development while adhering to regulatory standards.