Strategic Financial Advisor: Grow Client Relationships

Old Mutual Life Assurance Company (SA) Ltd; Empangeni; Sur place; ZAR 260 000 - 380 000; Plein temps

Résumé du poste

Old Mutual Life Assurance Company (SA) Ltd is seeking a financial adviser to provide proactive financial guidance to an allocated market. You will build strong client relationships, deliver quality service, and identify opportunities to secure new business while ensuring compliance and professionalism.

The role requires FAIS compliance, Grade 12, and a willingness to complete relevant regulatory exams. A valid driver’s license and clear background checks are expected as part of the selection

Qualifications

• Grade 12 or equivalent with FAIS compliance.
• RE5 an advantage and a valid driver's license.
• Proven computer literacy and strong communication skills.

Responsabilités

• Provide proactive financial service and advice to customers.
• Build and maintain superior service delivery and client relationships.
• Identify opportunities for new business and retention.
• Process cases, handle complex queries, and resolve problems.
• Develop a relationship management plan for key accounts.
• Ensure compliance with regulatory codes and internal procedures.
• Represent the organization at business sector events and build market intelligence.

Connaissances

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Formation

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Description du poste

Old Mutual Life Assurance Company (SA) Ltd is seeking a financial adviser to provide proactive financial guidance to an allocated market. You will build strong client relationships, deliver quality service, and identify opportunities to secure new business while ensuring compliance and professionalism.

The role requires FAIS compliance, Grade 12, and a willingness to complete relevant regulatory exams. A valid driver’s license and clear background checks are expected as part of the selection