Financial Solutions Expert

6 days ago


Durban, KwaZulu-Natal, South Africa Old Mutual Full time

We are seeking a skilled and experienced individual to join our team as a Financial Solutions Expert.

About the Role

This is an exciting opportunity for someone who is passionate about providing expert financial advice and guidance to individuals and families. As a Financial Solutions Expert, you will be responsible for identifying customers' financial needs and providing tailored solutions to meet their goals.

Key Responsibilities
  • Building Trust: Establish strong relationships with customers by providing exceptional service and building trust through open and transparent communication.
  • Consultative Selling: Develop and implement sales strategies to identify and capitalize on new business opportunities.
  • CUSTOMER FEEDBACK MANAGEMENT: Monitor and address customer feedback to ensure high levels of satisfaction and loyalty.
  • CUSTOMER-FOCUSED: Deliver personalized services that exceed customer expectations and foster long-term relationships.

You will also have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional results.

Requirements

To succeed in this role, you will need:

  • Action Oriented: A proactive approach to problem-solving and decision-making.
  • Balances Stakeholders: Ability to manage competing demands and priorities.
  • Builds Networks: Establish and maintain strong professional relationships.
  • Communicates Effectively: Excellent verbal and written communication skills.
  • CUSTOMER FOCUS: A genuine interest in understanding and meeting customer needs.
  • Decision Quality: Ability to make informed decisions that drive business outcomes.

The ideal candidate will possess a proven track record of success in a similar role and demonstrate a deep understanding of financial products and services.



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