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Personal Finance Advisor

1 week ago

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

We are looking for a highly motivated and dynamic individual to join our team as a Personal Finance Advisor.

About the Company

Our company is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term financial goals. We offer a comprehensive range of products and services designed to meet the unique needs of each client.

Job Description

In this role, you will work closely with clients to understand their financial objectives and develop customized personal finance plans. You will also be responsible for:

  • Identifying Sales Opportunities: Proactively seek out new business opportunities and develop strategies to capitalize on them.
  • Sales Data Management: Analyze and interpret sales data to inform business decisions.
  • Strengthening Customer Relationships: Build strong relationships with clients through exceptional service and ongoing communication.

You will 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.
  • 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.