Financial Services Representative
1 week ago
About the Role
As a Financial Services Representative at Old Mutual, you will play a key part in shaping the future of our industry. Your role will be to establish strong relationships with clients, identify their needs, and provide tailored solutions that meet those needs.
The successful candidate will have excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment.
Key Responsibilities
- Build and maintain a portfolio of clients by identifying new business opportunities and developing strategic plans to achieve sales targets
- Provide exceptional customer service by understanding client needs and delivering personalized solutions
- Work closely with internal stakeholders to ensure seamless delivery of services and products
Requirements
- Degree in Business or related field (required)
- Proven track record in sales and marketing (advantageous)
- Strong analytical and problem-solving skills
- Familiarity with financial services industry and regulatory requirements
About Us
At Old Mutual, we are committed to making a positive impact on our customers' lives. Our mission is to empower individuals and families to achieve their financial goals through innovative solutions and exceptional service.
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