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Old Mutual1 day ago

Financial consultant (OMF Zeerust)

On-site · Zeerust, North West, South Africa

Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
FINANCE

Job Summary

Provide advisory services on a range of financial products to a defined market; responsibilities include delivering customer service, handling inquiries, ensuring data accuracy in CRM, conducting needs clarification via a multilevel sales script, developing customer relationships through calls or meetings, and supporting business development and compliance through standard procedures and routine sales activities.

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Old Mutual

Financial consultant (OMF Zeerust)

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