About the role

  • Financial Consultant managing customer inquiries and providing product advice in Ulundi. Ensuring customer satisfaction and compliance with established standards.

Responsibilities

  • Provides advice on a specific range of products to a specific allocated market
  • Carry out standard customer service activities and handle simple customer inquiries
  • Assess compliance with established standards and protocols for routine inquiries
  • Receive visitors and assist with various requests for information
  • Ensure that basic customer details held in the system are accurate
  • Interview the customer to clarify the customer's requirements
  • Make calls to allocated potential customers to develop relationships
  • Follow a range of mandatory procedures to ensure compliance
  • Identify potential customers and obtain referrals

Requirements

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

Benefits

  • Health insurance
  • Pension scheme
  • Flexible working hours
  • Professional development opportunities

Job title

Financial Consultant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job