Financial Advisor & Client Growth Specialist

Old Mutual; Makhanda; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider is looking for candidates in Makhanda, Eastern Cape, who will provide advice on various products while ensuring excellent customer service. Responsibilities include handling customer inquiries, maintaining accurate records, and engaging with potential clients. A National Certification is required. The company values networking and relationship-building. Apply by 11 January 2026.

Responsibilities

• Provide advice on a range of products to allocated markets.
• Handle customer inquiries and ensure compliance with standards.
• Assist visitors and manage requests for information.
• Maintain accurate customer details in the system.
• Make contact with potential customers and address their queries.
• Follow procedures to ensure quality and compliance.
• Identify potential customers through referrals and recommendations.
• Participate in networking to build relationships.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Numeracy

Sales

Education

National Certification (Nat Cert)

Job description

A financial services provider is looking for candidates in Makhanda, Eastern Cape, who will provide advice on various products while ensuring excellent customer service. Responsibilities include handling customer inquiries, maintaining accurate records, and engaging with potential clients. A National Certification is required. The company values networking and relationship-building. Apply by 11 January 2026.