Strategic Financial Partner

7 days ago


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

We are seeking a skilled and motivated individual to join our team as a Strategic Financial Partner.

About the Role

This is an exciting opportunity for someone who is passionate about providing expert financial advice and guidance to individuals and families. As a Strategic Financial Partner, you will be responsible for identifying customers' financial needs and providing tailored solutions to meet their goals.

Key Responsibilities
  • BUILDING TRUST: Establish strong relationships with customers by providing exceptional service and building trust through open and transparent communication.
  • CONSULTATIVE SELLING: Develop and implement sales strategies to identify and capitalize on new business opportunities.
  • CUSTOMER FEEDBACK MANAGEMENT: Monitor and address customer feedback to ensure high levels of satisfaction and loyalty.
  • CUSTOMER-FOCUSED: Deliver personalized services that exceed customer expectations and foster long-term relationships.

You will also have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional results.

Requirements

To succeed in this role, you will need:

  • Action Oriented: A proactive approach to problem-solving and decision-making.
  • Balances Stakeholders: Ability to manage competing demands and priorities.


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