Senior Financial Advisor
3 weeks ago
Old Mutual is seeking a highly skilled and motivated Senior Financial Advisor to join our team in Gauteng, Johannesburg.
The estimated salary for this position is R350,000 - R450,000 per annum, depending on experience.
Job Description:- This role involves providing exceptional customer service and financial education to clients while achieving sales targets through the marketing and selling of Old Mutual products.
- The incumbent will be individually accountable for achieving results through their own efforts.
- Key responsibilities include meeting monthly sales targets in terms of lending, transactional banking, and insurance, as well as servicing existing Old Mutual policies.
- Other duties include checking loan application documentation for accuracy and authenticity, capturing client information accurately, suspending or rejecting loan applications as required, and reporting suspicious or fraudulent documents.
Requirements:
- National Senior Certificate or equivalent (NQF level 4)
- Minimum 1 year's sales or service experience (preferably in Retail, Banking & Financial Industries)
Skills and Qualifications:
- Sales and communication skills
- Ability to build relationships with customers and colleagues
- Numeracy skills
- Digital savvy
About Us:
Old Mutual is a leading financial services provider dedicated to helping people achieve their financial goals. We offer a range of products and services designed to meet the diverse needs of individuals, businesses, and institutions.
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