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South African Financial Advisor

1 week ago

Cape Town, Western Cape, South Africa Old Mutual Full time

Transform Lives Through Expert Financial Advice

As a seasoned financial professional, you will have the opportunity to transform lives by providing expert financial advice and guidance to clients. This role requires an individual who can build strong relationships, understand client needs, and deliver tailored solutions to meet their financial goals.

About the Position

This position demands an individual who can deliver exceptional client service, provide personalized financial advice, and drive sales to meet targets. The ideal candidate will possess excellent communication skills, a deep understanding of financial markets, and the ability to adapt to changing circumstances.

  1. Succeed in meeting monthly lending and product sales targets, consistently exceeding expectations.
  2. Achieve collections and arrears targets for lending products, ensuring timely payments and reducing defaults.
  3. Educate clients on responsible credit usage, helping them develop effective money management strategies.
  4. Develop a robust new business pipeline through targeted marketing, lead generation, and tracking.
  5. Maintain strict adherence to internal, regulatory, and legislative governance to safeguard quality business operations and mitigate risk.
  6. Facilitate intra-branch referrals, fostering collaborative relationships between business units.
  7. Provide exceptional face-to-face and telephonic customer service, addressing queries and resolving issues efficiently.
  8. Cultivate long-lasting relationships that enhance the brand's reputation and foster customer loyalty.
  9. Meet daily production standards, adhering to service and quality expectations while delivering exceptional results.

Key Competencies

  1. Demonstrates stakeholder-centricity and empathy.
  2. Nurtures networks and builds meaningful relationships.
  3. Communicates complex ideas effectively.
  4. Focuses on customer needs and preferences.
  5. Ensures accountability and responsibility in all endeavors.
  6. Fosters trust and confidence through transparent interactions.
  7. Develops interpersonal skills and savvy.
  8. Manages complexity and ambiguity effectively.

Requirements and Qualifications

  • Must hold a Matriculation Certificate (Matric).
  • The selected candidate will be part of the designated group, aligned with Old Mutual South Africa's Employment Equity Plan and the specific business unit's requirements.