Financial Consultant (Kokstad)

Financial Consultant in Kokstad, South Africa for Old Mutual. Provides advice on a specific range of financial products to a specific allocated market and is personally accountable for achieving results through their own efforts. Responsibilities include customer service, CRM data accuracy and follow-up notes, clarifying customer requirements, developing customer relationships through calls or in-person outreach, identifying potential customers and sales opportunities, routine business development support, ensuring compliance with mandatory procedures, and maintaining effective communication to resolve customer queries and improve customer experience.