Senior Financial Advisor

4 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time
Job Description

This role provides an opportunity to grow in a dynamic environment as a financial advisor, working closely with customers to identify and develop business opportunities. The ideal candidate will have excellent communication skills, be able to build strong relationships, and possess a deep understanding of financial products.


Responsibilities
  • Provide exceptional customer service while identifying new business opportunities or supporting customer retention.
  • Analyze complex problems and find effective solutions that meet customer needs.
  • Develop and implement a relationship management plan to build strong connections with decision-makers within the customer organization.
  • Monitor market data and sales trends to inform business development strategies.

Requirements

The successful candidate will have:

  • A Grade 12 (Matric) qualification.
  • A valid driver's license and own vehicle.
  • FAIS Compliance.
  • Criminal and credit clearance.
  • A minimum of 3 years' experience in sales, preferably in the financial sector.
  • Proficiency in MS Office applications, including Word, PowerPoint, and Outlook.
  • Excellent written and verbal communication skills.
  • Presentation skills are an added advantage.

Skills Required

This role requires the following skills:

  • Building Trust
  • Consultative Selling
  • Customer-Focused
  • Customer Service
  • Direct Selling
  • Identifying Sales Opportunities
  • Oral Communications
  • Probing Questions
  • Qualifying Prospects
  • Sales Data Management
  • Sales Software
  • Strategic Selling
  • Strengthening Customer Relationships


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