Salaried Financial Advisor

Mutual Fund

Witbank, , South Africa
Customer service excellence
Consultative selling skills
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, and developing business opportunities in a specific geographic region.
  • The appointment aligns with the Employment Equity Plan of Old Mutual South Africa and supports the company’s belief in the African opportunity.

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
  • Consultative Selling Skills
  • Customer Relationship Management
  • Operational Compliance Knowledge
  • Business Development Monitoring
  • Sales Opportunities Creation
  • Data Exploration and Analysis

Nice-to-have

  • Presentation Skills
  • Building Trust with Customers
  • Networking and Influence
  • Collaborative Communication
  • Strategic Selling
  • Customer-Focused Approach

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