Financial Consultant: Build Trusted Client Relationships

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

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.