Financial Adviser: Grow Relationships
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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