Financial Consultant: Strategic Client Advisor

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

Job summary

A financial services company is seeking a Financial Consultant in Motherwell, Eastern Cape. You will provide tailored advice on financial products, manage client relationships, and develop business opportunities. Candidates should possess Grade 12 education and skills in customer service and consulting. This role is essential for delivering exceptional client support and achieving personal sales targets.

Qualifications

• Must have consultative selling skills.
• Strong customer service orientation.
• Ability to manage complex customer relationships.

Responsibilities

• Provide advice on financial products to an allocated market.
• Conduct customer service activities and handle inquiries.
• Develop relationships with potential customers.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Oral Communications

Sales Software

Education

NQF Level 4 - Grade 12, School leaving Certificate

Job description

A financial services company is seeking a Financial Consultant in Motherwell, Eastern Cape. You will provide tailored advice on financial products, manage client relationships, and develop business opportunities. Candidates should possess Grade 12 education and skills in customer service and consulting. This role is essential for delivering exceptional client support and achieving personal sales targets.