Strategic Financial Advisor: Grow Client Relationships

Old Mutual Life Assurance Company (SA) Ltd; Pietermaritzburg; Sur place; ZAR 240 000 - 420 000; Plein temps

Résumé du poste

Old Mutual Life Assurance Company (SA) Ltd is seeking a financial adviser dedicated to delivering proactive financial services and advice within an allocated market. You will maintain superior service, build strong client relationships, and ensure compliant advisory practices.

The role requires completion of prescribed regulatory exams and ongoing professional development as part of a leading financial services group.

Qualifications

• Pro-active financial service and advice to customers within an allocated market.
• Must maintain superior service delivery and build strong client relationships.

Responsabilités

• Provide quality service to customers and identify opportunities to secure new business or support retention.
• Schedule follow-ups and enter information into the CRM to enable effective retention and business development.
• Analyze problems to identify best solutions, which could be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.

Connaissances

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Formation

Grade 12 (Matric)

FAIS compliance RE5

Outils

Driver's licence

Own car

Description du poste

Old Mutual Life Assurance Company (SA) Ltd is seeking a financial adviser dedicated to delivering proactive financial services and advice within an allocated market. You will maintain superior service, build strong client relationships, and ensure compliant advisory practices.

The role requires completion of prescribed regulatory exams and ongoing professional development as part of a leading financial services group.