Financial Sales & Advisory Specialist

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

Job summary

A leading financial services company in South Africa seeks a candidate to execute account development strategies and deliver financial advice. The role involves data analysis, customer relationship management, and preparing detailed documents. Candidates should have NQF Level 3 & NQF Level 2 qualifications and skills in accounting, data interpretation, and sales software. This position is crucial for strengthening customer relationships and ensuring operational compliance.

Qualifications

• Ability to prepare moderately complex documents using standard office software.
• Experience in collating and analyzing data independently.
• Strong numerical aptitude for financial advice and planning.

Responsibilities

• Execute account development strategies and sales business plans.
• Provide information and resolve queries for complex processes.
• Conduct comprehensive financial planning and advice services.

Skills

Accounting

Data Analysis

Sales Software

Oral Communications

Education

NQF Level 3 & NQF Level 2

Job description

A leading financial services company in South Africa seeks a candidate to execute account development strategies and deliver financial advice. The role involves data analysis, customer relationship management, and preparing detailed documents. Candidates should have NQF Level 3 & NQF Level 2 qualifications and skills in accounting, data interpretation, and sales software. This position is crucial for strengthening customer relationships and ensuring operational compliance.