Senior Customer Service Representative

3 days ago


Paarl, Western Cape, South Africa Old Mutual Full time

Job Summary:

We are seeking a highly skilled Financial Consultant to join our team. As a key member of our organization, you will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and developing innovative solutions to meet their needs.

Your Key Responsibilities:

  1. Bid farewell to traditional banking methods and hello to modern digital alternatives.
  2. Serve as a trusted advisor to clients, offering tailored financial guidance and recommendations.
  3. Create comprehensive financial plans that cater to clients' unique circumstances.
  4. Nurture long-term relationships through exceptional service and proactive communication.
  5. Stay abreast of market trends and regulatory changes to ensure compliance and adaptability.
  6. Collaborate with colleagues to leverage knowledge and resources.
  7. Drive business growth by identifying and pursuing new revenue streams.
  8. Stay organized and manage multiple priorities effectively.

About Our Ideal Candidate:

  • You possess exceptional communication and interpersonal skills, with the ability to build trust with clients and colleagues.
  • You are a strategic thinker with a talent for identifying opportunities and developing creative solutions.
  • You have a deep understanding of financial services and regulations.
  • You are adaptable and able to work in a dynamic environment.
  • You are committed to ongoing learning and professional development.


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