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Financial Services Representative

1 week ago

Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

At Old Mutual South Africa, we are committed to delivering exceptional customer experiences and driving business growth through strategic partnerships.

The MFC Salaried Financial Advisor will play a pivotal role in providing expert advice on our range of products, building strong relationships with customers, and identifying opportunities to expand our market presence.

Key Responsibilities

Customer Interaction

Provide personalized service to clients, addressing their needs and concerns, and escalating complex issues to colleagues or supervisors as necessary.

Sales and Business Development

Analyze customer data and market trends to identify sales opportunities and develop targeted strategies to increase revenue.

Product Knowledge

Stay up-to-date on our product offerings and services, ensuring that customers receive accurate information and guidance.

Relationship Building

Foster strong relationships with customers, understanding their goals and objectives, and delivering tailored solutions to meet their needs.

Operational Excellence

Adhere to company policies and procedures, ensuring compliance with regulatory requirements and maintaining the highest standards of professionalism.

Business Intelligence

Collect and analyze data to inform business decisions, identifying areas for improvement and opportunities for growth.

Credentials and Qualifications

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

We Offer

A dynamic and supportive work environment, with opportunities for professional growth and development.