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Strategic Financial Services Advisor

1 week ago

Randburg, Gauteng, South Africa Old Mutual South Africa Full time

At Old Mutual South Africa, we believe in empowering individuals to achieve their financial goals through expert advice and guidance. This role is designed for a professional who is passionate about providing strategic financial services to our valued customers.

The ideal candidate will be responsible for delivering exceptional customer experiences by offering personalized financial solutions that meet the unique needs of each client. With a strong focus on professionalism, integrity, and customer-centric approach, this role demands utmost dedication and commitment to excellence.

Key Responsibilities:
  • Provide informed financial advice to customers, ensuring they make informed decisions about their financial futures.
  • Analyze clients' financial situations and develop tailored plans to achieve their goals and objectives.
  • Maintain up-to-date knowledge of market trends, products, and regulatory requirements to provide accurate and relevant advice.
  • Built strong relationships with clients through effective communication, trust, and empathy.
Required Skills and Qualifications:

This role requires a high school diploma or equivalent as a minimum qualification. Additionally, the successful candidate will possess excellent communication and interpersonal skills, with the ability to work effectively in a team environment. Proven experience in sales or a related field is highly desirable.

Benefits:

We offer a competitive salary package, comprehensive training and development opportunities, and a supportive work environment that encourages growth and collaboration. As a valued member of our team, you will have access to a range of benefits, including professional development programs, performance bonuses, and a generous leave policy.