Onsite Financial Advisor – Recruitment Pool

Posted 1 hour ago

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About the role

  • Provides financial advice to allocated markets for Old Mutual while ensuring quality customer service and business retention. Develops relationships and monitors market data for business development strategies.

Responsibilities

  • Provide a quality service to customers while identifying opportunities to secure new business or support retention.
  • Analyze specific problems and issues to find the best solutions.
  • Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
  • Set clear objectives for each sales call or meeting.
  • Develop and implement a relationship management plan for potential customer accounts.
  • Monitor and assess sales and market data for a specific geographic region.
  • Develop a personal network within the business sector and represent the organization at business sector events.
  • Conduct research and select relevant information to enable analysis of key themes and trends.

Requirements

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

Benefits

  • Professional development opportunities
  • Flexible working hours

Job title

Financial Advisor – Recruitment Pool

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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