Salaried Financial Advisor

Mutual Fund

Kwaggafontein, , South Africa
Customer service excellence
Sales opportunities creation
Customer relationship management
The role involves providing advice on a specific range of products to an allocated market and being individually accountable for achieving results through own efforts

Job Summary

  • The role involves providing advice on a specific range of products to an allocated market and being individually accountable for achieving results through own efforts.
  • Responsibilities include delivering quality customer service, analyzing solutions, managing customer relationships, and developing business through networking and market intelligence.
  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Matching Summary

The role involves providing advice on a specific range of products to an allocated market and being individually accountable for achieving results through own efforts.

Skills & Requirements

Must-have

  • Customer Service Excellence
  • Sales Opportunities Creation
  • Customer Relationship Management
  • Operational Compliance Knowledge
  • Data Exploration and Analysis
  • Networking and Business Development

Nice-to-have

  • Presentation Skills
  • Consultative Selling
  • Building Trust
  • Collaborates Effectively
  • Strategic Selling
  • Strengthening Customer Relationships

Key Requirements

  • Grade 12 (Matric)
  • Valid Driver’s Licence and Own Car
  • FAIS Compliance
  • Clear Criminal and Credit Check
  • Minimum 3 Years Sales Experience
  • Computer Literacy (MS Word, PowerPoint, Outlook)

Work Rights

Not specified

Tailored Resume

Cover Letter