Financial Consultant: Client Solutions & Growth

Old Mutual South Africa; Durban; On-site; ZAR 200 000 - 250 000; Full time

Job summary

A leading financial services provider is seeking an OMF Financial Consultant to provide tailored advice on various products. The role involves delivering excellent customer service, handling inquiries, and developing customer relationships while adhering to compliance standards. This is an entry-level, full-time position that offers a chance to grow in the finance and sales field. Candidates with strong communication skills and a customer-centric approach will be ideal for this position.

Qualifications

• Customer-focused approach with strong networking abilities.
• Effective communication skills to manage client relationships.
• Ability to navigate regulatory compliance and internal standards.

Responsibilities

• Provide advice on a specific range of products.
• Carry out standard customer service activities.
• Interview customers to clarify their requirements.
• Ensure accuracy of CRM data and documentation.
• Identify and develop relationships with potential customers.
• Participate in business development tasks.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Information

Job description

A leading financial services provider is seeking an OMF Financial Consultant to provide tailored advice on various products. The role involves delivering excellent customer service, handling inquiries, and developing customer relationships while adhering to compliance standards. This is an entry-level, full-time position that offers a chance to grow in the finance and sales field. Candidates with strong communication skills and a customer-centric approach will be ideal for this position.