Salaried Financial Advisor
4 weeks ago
Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this. Job Description Provides advice on a specific range of products to a designated market segment and is individually accountable for achieving results through their own efforts. Responsibilities Customer Service: Provide quality service to customers, identify opportunities for new business or retention, handle complex queries, and resolve customer problems. Solutions Analysis: Analyze problems to find the best solutions, which could be technical or professional. Receiving Visitors: Welcome visitors, assist with information requests, and refer complex matters to colleagues. Customer Relationship Management (CRM) Data: Schedule follow-ups, enter relevant information into CRM, and create call plans to support customer retention and business development. Customer Needs Clarification: Set objectives for each interaction, tailor presentations, ask relevant questions, and evaluate customer interest. Customer Relationship Development / Prospecting: Develop and implement relationship management plans to identify and build relationships with decision-makers and influencers. Operational Compliance: Understand organizational policies, procedures, and relevant regulations; obtain necessary approvals for exceptions. Business Development: Monitor sales and market data, develop a personal network, represent the organization at events, and gather market intelligence. Data Exploration: Conduct research and analyze data to identify key themes and trends. Network of Influence: Participate in and contribute to networks inside and outside the company. Requirements: Skills, Qualifications, and Experience Grade 12 (Matric) Valid Driver's license and own car FAIS Compliance Clear criminal and credit check Minimum 3 years of sales experience Computer literacy (MS Word, PowerPoint, Outlook) Excellent written and verbal communication skills Presentation skills are advantageous Skills Building Trust, Consultative Selling, Customer Focus, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships, Action Oriented, Stakeholder Balancing, Networking, Effective Communication, Customer Focus, Results Driven, Accountability. Education NQF Level 5 Higher Certificate or Occupational Certificate or equivalent. Closing Date 30 December :59 The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit. Old Mutual Limited encourages vaccination against Covid-19 and requires disclosure of vaccination status during recruitment. Refer to the company's Covid-19 vaccination policy for details. The vaccination requirement may be reinstated if deemed necessary. Additional Information The Old Mutual story Required Experience: Unclear seniority level. Key Skills Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Investment Experience, Military Experience, Securities Law, Customer Relationship Management, Financial Planning, Wills. #J-18808-Ljbffr
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Salaried Financial Advisor
6 days ago
Modimolle, South Africa Old Mutual South Africa Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description na Responsibilities Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with...
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Strategic Financial Advisor | Growth
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Modimolle, South Africa Old Mutual South Africa Full timeA leading financial services company based in Limpopo, South Africa, is seeking a dedicated Sales Professional. The ideal candidate will provide excellent customer service, develop relationships, and identify sales opportunities. Requirements include a Grade 12 qualification, a valid driver’s license, and 3 years of experience in sales. This role is vital...
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Africa-Focused Financial Advisor
6 days ago
Modimolle, South Africa Old Mutual South Africa Full timeA leading financial services firm in Modimolle is seeking a Customer Service professional to provide quality service while identifying new business opportunities. Candidates should have a Grade 12 certificate and valid driver's license, along with a minimum of 3 years' sales experience. This role requires excellent communication skills and a customer-focused...
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Financial Advisor: Build Lasting Client Wealth
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Modimolle, South Africa Old Mutual Full timeAn established industry player is seeking a dedicated professional to join their team, focusing on providing exceptional customer service and developing strong relationships within the market. This role involves analyzing customer needs, managing data, and ensuring compliance with organizational policies. The ideal candidate will have a strong sales...
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Commercial Banking Specialist | Modimolle
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Modimolle, South Africa The Recruitment Council Full timeAre you an accomplished Banker or Industry Specialist with a proven track record in commercial client acquisition and revenue generation? Our client is seeking a high-impact professional to manage and grow high-revenue commercial portfolios in the northern region, focusing on sustainable value creation and strategic cross-selling across the broader financial...
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Modimolle, South Africa The Recruitment Council Full time🌟 Become a Business Manager, Commercial Banking 🌟 Are you an experienced Banker or Industry Specialist ready to make a significant impact? We're looking for a motivated individual to join our team, focusing on growing and increasing revenue within our Commercial Banking portfolio in Modimolle/Mokopane. What You'll Do: Acquire new commercial clients...
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Commercial Banking Specialist | Modimolle
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Modimolle, South Africa Executive Placements Full timeAre you an accomplished Banker or Industry Specialist with a proven track record in commercial client acquisition and revenue generation? Our client is seeking a high-impact professional to manage and grow high-revenue commercial portfolios in the northern region, focusing on sustainable value creation and strategic cross‑selling across the broader...
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Business Manager Commercial Banking
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Modimolle, South Africa Nedbank Full time**Business Manager Commercial Banking** - Requisition Number 135887- Closing Date-20 September 2024- Location - Modimolle/ Mokopane- Talent Acquisition Consultant - Veronica Manyike- Job Family- Sales and Service - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional (MSP) - FAIS Affected- FAIS Affected - Yes**Job...
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Business Manager Commercial Banking
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Modimolle, South Africa Nedbank Full timeJob Title: Business Manager:Commercial Banking Requisition Number: Location - Modimolle/ Mokopane FAIS Affected - Yes Job Purpose We are seeking an experienced Banker or Industry Specialist to join our team. The role involves generating and increasing revenue. The ideal candidate will be able to originate and identify cross‑selling opportunities for...
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Business Manager Commercial Banking
3 days ago
Modimolle, Limpopo, South Africa Nedbank Full time R430 000 - R580 000 per yearJob Title:Business Manager:Commercial BankingRequisition Number:135887Location -Modimolle/ MokopaneFAIS Affected- YesJob Purpose:We are seeking an experienced Banker or Industry Specialist to join our team. The role involves generating and increasing revenue. The ideal candidate will be able to originate and identify cross-selling opportunities for...
