Financial Consultant: Building Relationships

2 days ago


Paarl, Western Cape, South Africa Old Mutual Full time

About Us:

At Old Mutual, we believe in creating lasting connections with our customers and partners. As a Customer Relationship Development Specialist, you will play a pivotal role in fostering these relationships and driving business growth.

Your Key Responsibilities:

  1. Unlock new business opportunities through targeted outreach and engagement.
  2. Develop and execute tailored sales strategies to meet client needs.
  3. Build strong relationships with internal stakeholders to drive collaboration and innovation.
  4. Stay ahead of the competition by analyzing market trends and regulatory changes.
  5. Cultivate a culture of excellence within the team, promoting continuous learning and improvement.
  6. Drive business growth through data-driven decision making.
  7. Maintain accurate records of client interactions and ensure data integrity.
  8. Represent the company in a positive and professional manner.

About Our Ideal Candidate:

  • You possess exceptional communication and interpersonal skills, with the ability to build trust with clients and colleagues.
  • You are a results-driven individual with a talent for identifying opportunities and driving growth.
  • You have a deep understanding of financial services and regulations.
  • You are adaptable and able to work in a fast-paced environment.
  • You are committed to ongoing learning and professional development.


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