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Old Mutual8 months ago

Salaried Financial Advisor

On-site · Upington, Northern Cape, South Africa

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
FINANCE

Job Summary

As a Salaried Financial Advisor at Old Mutual, you will provide customer service by offering advice on a range of financial products, ensuring customer retention, and generating new business opportunities. Responsibilities include analyzing customer needs, developing CRM data strategies, managing customer relationships, and conducting market research to identify sales opportunities. The position requires skills in consultative selling, customer service, and relationship management, along with a Matriculation Certificate. Your role will also involve compliance with regulatory standards and enhancing the organization's visibility in the business sector.

Required Qualifications

  • Matriculation Certificate (Matric)

Additional Requirements

  • Appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa
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Old Mutual

Salaried Financial Advisor

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