Financial Consultant: Grow Revenue & Educate Clients

Old Mutual South Africa; Johannesburg; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking candidates who excel in client service and financial education. The role involves meeting sales targets through effective marketing and product selling. The ideal candidate will establish strong business relationships, provide face-to-face and telephonic service to clients, and educate them on managing credit and finances. High levels of customer focus, accountability, and communication are essential.

Qualifications

• Strong client service skills and ability to educate clients on financial matters.
• Proven sales track record achieving monthly targets.
• Ability to establish a new business pipeline through marketing and lead generation.

Responsibilities

• Provide excellent client service and financial education.
• Achieve targets through marketing and selling of products.
• Facilitate intra-branch referrals to enhance business relationships.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Job description

A leading financial services firm in Johannesburg is seeking candidates who excel in client service and financial education. The role involves meeting sales targets through effective marketing and product selling. The ideal candidate will establish strong business relationships, provide face-to-face and telephonic service to clients, and educate them on managing credit and finances. High levels of customer focus, accountability, and communication are essential.