Salaried Financial Advisor

Mutual Fund

Bushbuckridge, , South Africa
Customer service excellence
Sales and business development
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 personal 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 personal efforts.
  • Responsibilities include delivering quality customer service, analyzing solutions, managing customer relationships, ensuring operational compliance, 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 personal efforts.

Skills & Requirements

Must-have

  • Customer Service Excellence
  • Sales and Business Development
  • Customer Relationship Management
  • Operational Compliance Knowledge
  • Data Analysis and Market Research
  • Networking and Relationship Building

Nice-to-have

  • Presentation Skills
  • Consultative Selling
  • Strategic Selling
  • Building Trust
  • Collaborative Communication
  • Action Oriented
  • 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