Salaried Financial Advisor

Mutual Fund

Mankweng, , South Africa
Customer service excellence
Crm data management
Sales opportunities creation
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 opportunities.
  • 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
  • CRM Data Management
  • Sales Opportunities Creation
  • Operational Compliance Adherence
  • Business Development Monitoring
  • Solutions Analysis

Nice-to-have

  • Presentation Skills
  • Networking and Relationship Building
  • Consultative Selling
  • Strategic Selling
  • Collaborates Effectively
  • Customer Focus

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