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Expert Financial Strategist

2 weeks ago

KhâiMa Local Municipality, South Africa Old Mutual South Africa Full time

Old Mutual South Africa is seeking a highly skilled Expert Financial Strategist to join our team. As a key member of our team, you will be responsible for developing and implementing a relationship management plan for potential customer accounts.

Key Responsibilities

Your key responsibilities will include:

  • Developing and implementing a relationship management plan for potential customer accounts.
  • Identifying and building relationships with relevant decision-makers and influencers within the customer organization.
  • Maintaining accurate and up-to-date records of customer interactions and outcomes.
  • Providing regular feedback to management on sales and market trends.
Requirements
  • Grade 12 (Matric) qualification.
  • Valid driver's license and own car.
  • FAIS compliance.
  • Clear criminal and credit check.
  • Minimum of 3 years working experience (preferably in sales).
  • Computer literacy (MS Word, PowerPoint, and Outlook).
  • Excellent communication skills (written and verbal).
  • Presentation skills an added advantage.