Financial Advisor: Relationship & Growth Specialist

Old Mutual South Africa; Emfuleni Local Municipality; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm is seeking individuals in Gauteng to provide exceptional customer service while developing new business opportunities. This role requires a strong ability to analyze customer needs and establish solutions, emphasizing networking and relationship management. Candidates should have a Grade 12 qualification, a valid driver's license, and at least 3 years of sales experience. The firm aims to bring positive contributions to the community through its diverse talent.

Qualifications

• Grade 12 (Matric) is required.
• Valid Driver’s licence and Own Car are essential.
• FAIS Compliance is necessary.
• Minimum of 3 years working experience in sales preferred.

Responsibilities

• Provide quality service to customers and identify new business opportunities.
• Analyze problems and provide appropriate solutions.
• Develop and implement a relationship management plan for potential customer accounts.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

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

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

A leading financial services firm is seeking individuals in Gauteng to provide exceptional customer service while developing new business opportunities. This role requires a strong ability to analyze customer needs and establish solutions, emphasizing networking and relationship management. Candidates should have a Grade 12 qualification, a valid driver's license, and at least 3 years of sales experience. The firm aims to bring positive contributions to the community through its diverse talent.