Financial Advisor - Trusted Client Partnerships & Growth

Old Mutual Limited; Kuruman; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services firm located in Kuruman is seeking a Salaried Financial Advisor. This role involves providing tailored financial advice, managing customer relationships, and ensuring compliance with regulations. The ideal candidate will have strong sales and customer service skills, with a focus on building trust and lasting client relationships. Educational requirements include an NQF Level 5 certificate. The position offers an opportunity to grow within a respected organization.

Qualifications

• Strong customer service orientation.
• Proven sales experience in a similar role.
• Ability to analyze and solve problems.

Responsibilities

• Provide quality service and identify new business opportunities.
• Analyze problems to offer technical or professional solutions.
• Schedule follow-up actions in the CRM system.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Oral Communications

Sales Opportunities Identification

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

A leading financial services firm located in Kuruman is seeking a Salaried Financial Advisor. This role involves providing tailored financial advice, managing customer relationships, and ensuring compliance with regulations. The ideal candidate will have strong sales and customer service skills, with a focus on building trust and lasting client relationships. Educational requirements include an NQF Level 5 certificate. The position offers an opportunity to grow within a respected organization.