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Financial Services Advisor

3 weeks ago

Newcastle, KwaZulu-Natal, South Africa Old Mutual Full time
About the Role

As a Salaried Financial Advisor at Old Mutual, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly skilled and motivated individual to join our team who has a strong understanding of the insurance industry and excellent communication skills.

The successful candidate will have a proven track record of analyzing complex problems and finding effective solutions. You will be individually accountable for achieving results through your own efforts and will work closely with colleagues to identify new business opportunities and support retention.

We are looking for a strategic thinker with excellent interpersonal skills who can build trust with clients and provide expert advice on a range of financial products.

Key Responsibilities
  • Customer Service: Provide quality service to customers while identifying opportunities to secure new business or support retention.
  • Sales Opportunities Creation: Develop a personal network within the business sector and represent the organization at business sector events.
  • Data Exploration: Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.