Financial Planning Professional

4 days ago


Polokwane, Limpopo, South Africa Old Mutual Full time
Job Description

We are seeking a skilled Financial Planning Professional to join our team.

  • Identify and develop relationships with potential clients to promote financial products.
  • Analyze customer needs and provide tailored solutions to meet their financial goals.
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance.

Responsibilities:

  1. Customer Service: Provide exceptional service to customers while identifying opportunities to secure new business or support retention.
  2. Solutions Analysis: Analyze specific problems and issues to find the best solutions.
  3. Data Management: Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
Requirements:
  • Grade 12 (Matric).
  • Valid Driver's license and Own Car.
  • FAIS Compliance.
  • Clear criminal and credit check.
  • Minimum of 3 years working experience (preferably in sales).
  • Computer literacy (MS Word, PowerPoint and Outlook).
  • Excellent communication skills (written and verbal).


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