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Career Opportunities in Financial Services

1 week ago

Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time
Financial Services Career

A dynamic and ambitious individual is sought after to take on a challenging role within our organization.

The successful candidate will be responsible for championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

Key Responsibilities:

  • Building trust with customers
  • Providing consultative selling services
  • Managing customer feedback
  • Focusing on customer satisfaction
  • Delivering exceptional customer service
  • Understanding customer needs
  • Selling direct to customers
  • Identifying sales opportunities
  • Communicating effectively with customers
  • Qualifying prospects
  • Managing sales data
  • Using sales software
  • Developing strategic sales plans
  • Strengthening customer relationships

Requirements:

  • Action-oriented approach
  • Balancing stakeholder expectations
  • Building professional networks
  • Collaborating with colleagues
  • Effective communication skills
  • Customer-centric mindset
  • Making informed decisions
  • Holding oneself accountable

Educational Background:

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

We are an equal opportunities employer.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

Please refer to Old Mutual's Covid-19 vaccination policy for further details.