Financial Adviser: Grow Relationships

10 hours ago

stilfontein, north west, South Africa Old Mutual Limited Full-time

Old Mutual Limited is seeking an Advancing Financial Adviser in Potchefstroom to deliver customer service, clarify needs, and develop client relationships using a structured sales approach. The role emphasizes compliance with standards and a strong focus on customer understanding and follow-up actions.

Responsibilities include CRM maintenance, visiting clients, and proactive prospecting. The position is full-time and based on-site in the North West region, with opportunities to grow within the