Financial Solutions Consultant – Client Growth & Advisory

Old Mutual Limited; George; Presencial; ZAR 300 000 - 420 000; Tempo integral

Resumo da oferta

Old Mutual Limited in George, Western Cape, seeks a Financial Consultant to advise customers on a range of products and build lasting client relationships. The role involves handling inquiries, delivering CRM data updates, and identifying sales opportunities through a multilevel sales script.

You will carry out standard service tasks, ensure compliance with procedures, and support business development efforts by connecting with potential clients in the allocated market.

Qualificações

• National Certification is required.
• Strong communication skills are essential.
• Ability to sell and handle customer inquiries with professionalism.

Responsabilidades

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring more complex matters onward.

Conhecimentos

Sales

Communication

Credit Policies

Customer Focus

Interpersonal Skills

Numeracy

Formação académica

National Certification

Descrição da oferta de emprego

Old Mutual Limited in George, Western Cape, seeks a Financial Consultant to advise customers on a range of products and build lasting client relationships. The role involves handling inquiries, delivering CRM data updates, and identifying sales opportunities through a multilevel sales script.

You will carry out standard service tasks, ensure compliance with procedures, and support business development efforts by connecting with potential clients in the allocated market.