Life & Financial Solutions Advisor

Old Mutual; Johannesburg; On-site; ZAR 50 000 - 70 000; Full time

Job summary

A financial services firm in Johannesburg seeks a specialist to execute account development strategies and achieve sales targets. Responsibilities include data analysis, customer relationship management, and financial advice. Candidates should have NQF Level 2 and 3 qualifications, with strong skills in data and sales software. The role is a stepping stone to a dynamic career in financial services.

Qualifications

• Experience in data collection and analysis.
• Proficient in sales support services.
• Ability to provide financial planning and advice.

Responsibilities

• Analyze data using preset tools and methods.
• Prepare documents for reports.
• Maintain customer relationships and resolve queries.

Skills

Data Analysis

Sales Software

Customer Relationship Management

Computer Literacy

Numerical Aptitude

Education

NQF Level 3

NQF Level 2

Job description

A financial services firm in Johannesburg seeks a specialist to execute account development strategies and achieve sales targets. Responsibilities include data analysis, customer relationship management, and financial advice. Candidates should have NQF Level 2 and 3 qualifications, with strong skills in data and sales software. The role is a stepping stone to a dynamic career in financial services.