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Financial Consultant: Build Trusted Client Relationships

Old Mutual

Bloemfontein

On-site

ZAR 200 000 - 300 000

Full time

6 days ago
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Job summary

A financial services company in Bloemfontein is seeking a Financial Consultant to provide tailored advice and enhance customer relationships. The ideal candidate will engage potential customers, ensure operational compliance, and maintain accurate data. Key skills include effective communication, accountability, and relationship building, with a focus on customer needs. This role offers a career opportunity in a dynamic environment.

Responsibilities

  • Carry out standard customer service activities.
  • Assess compliance with established standards.
  • Receive visitors and assist with requests.
  • Ensure accuracy of customer details in the system.
  • Interview customers to clarify requirements.
  • Make calls to develop customer relationships.
  • Follow mandatory procedures for quality standards.
  • Support routine business development tasks.
  • Identify potential customers for sales opportunities.
  • Select and input data into spreadsheets.
  • Participate in a network of technologies and ideas.

Skills

Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Job description
A financial services company in Bloemfontein is seeking a Financial Consultant to provide tailored advice and enhance customer relationships. The ideal candidate will engage potential customers, ensure operational compliance, and maintain accurate data. Key skills include effective communication, accountability, and relationship building, with a focus on customer needs. This role offers a career opportunity in a dynamic environment.
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