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Senior Financial Consultant

1 week ago

East London, Eastern Cape, South Africa Old Mutual Full time

Old Mutual: Championing Customer Success

We are seeking a self-motivated and dynamic individual to join our team as a Senior Financial Consultant. The role involves identifying customer financial needs, providing sound advice, and implementing 'fit for purpose' financial plans and solutions.

Key Responsibilities:
  • Procure new business opportunities
  • Expand sales of products and services with existing customers
  • Work primarily on own leads
Essential Skills and Qualifications:

Competencies:

  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Drives Results
  • Ensures Accountability
Education and Training:

We require individuals with relevant education qualifications and a passion for entrepreneurial spirit.