Financial Services Specialist

1 month ago


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

The role of a Financial Services Specialist at Old Mutual requires a high level of expertise in providing financial advice to clients. The position is ideal for individuals with a strong understanding of the customer value proposition and compliance framework.

Key areas of focus include:

  • Financial Advice: Providing tailored advice to clients, ensuring that their financial needs are met within the framework of the company's products and services.
  • Personal Effectiveness: Managing own time, tasks, and output quality to deliver exceptional results, while maintaining accountability for service delivery.
  • Relationship Building: Establishing sound working relationships with prospective clients, utilizing effective communication techniques to gain their trust and acceptance.
  • Sales/Productivity: Developing and tracking business plans to meet individual performance targets, engaging in limited prospecting, and developing sales strategies to drive revenue growth.

To be successful in this role, candidates should possess:

  • A minimum of 3 years working experience (preferably in sales)
  • FAIS Compliance
  • Valid Driver's license and Own Car
  • Grade 12 (Matric)
  • Computer literacy (MS Word, PowerPoint, and Outlook)
  • Excellent communication skills (written and verbal)

This position offers a competitive salary, estimated to be around R200,000 - R300,000 per annum, depending on experience. If you are a motivated individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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