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Senior Financial Planning Specialist
2 weeks ago
We are seeking a talented Senior Financial Planning Specialist to join our team at Old Mutual. As a key contributor, you will be responsible for providing high-quality financial services to our clients.
Key ResponsibilitiesYour main responsibilities will include:
- Developing and implementing a relationship management plan for potential customer accounts.
- Maintaining accurate records of customer interactions and updating the CRM system accordingly.
- Providing expert advice on a range of financial products and services.
- Working closely with colleagues to achieve sales targets and improve customer satisfaction.
To excel in this role, you will need to possess:
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
- Prior experience in sales or a related field.
- Excellent communication and interpersonal skills.
- A valid driver's license and own vehicle.