Salaried Financial Advisor

Mutual Fund

Thohoyandou, South Africa
Customer service excellence
Sales and business development
Customer relationship management (crm)
Old Mutual is committed to the African opportunity and values diverse talent reflecting this vision

Job Summary

  • Old Mutual is committed to the African opportunity and values diverse talent reflecting this vision.
  • The role involves providing quality customer service, analyzing solutions, managing customer relationships, and developing business within a specific geographic region.
  • The appointment aligns with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Matching Summary

Old Mutual is committed to the African opportunity and values diverse talent reflecting this vision.

Skills & Requirements

Must-have

  • Customer Service Excellence
  • Sales and Business Development
  • Customer Relationship Management (CRM)
  • Operational Compliance Adherence
  • Data Analysis and Market Research
  • Networking and Relationship Building

Nice-to-have

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