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Wealth Creation Advisor

1 week ago

Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time
Required Skills and Qualifications
  1. Building Trust: Foster strong relationships with clients to establish trust and credibility.
  2. Consultative Selling: Provide expert advice to clients on their financial needs and recommend suitable solutions.
  3. Customer-Focused: Prioritize client needs and provide exceptional customer service.
  4. Customer Service: Deliver outstanding customer experiences through effective communication and problem-solving skills.
  5. Customer Understanding: Develop in-depth knowledge of clients' financial situations and needs.
  6. Direct Selling: Effectively communicate product benefits and features to clients.
  7. Identifying Sales Opportunities: Proactively identify and capitalize on sales opportunities.
  8. Oral Communications: Clearly articulate complex financial information to clients.
  9. Probing Questions: Ask insightful questions to understand clients' financial needs and goals.
  10. Sales Data Management: Accurately record and manage sales data to inform business decisions.
  11. Sales Software: Utilize sales software to streamline sales processes and enhance productivity.
  12. Strategic Selling: Develop tailored sales strategies to meet clients' unique needs.
  13. Strengthening Customer Relationships: Nurture long-term customer relationships through regular communication and value-added services.