Finance Consultant (m/f)

Description

• To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products
• The incumbent is individually accountable for achieving results through own efforts

Duties

• Provide clients with appropriate financial products
• Provide financial education to clients and companies
• Building client relationships by understanding and exceeding clients' needs and ensuring professionalism at all times
• Service clients promptly and efficiently with a professional and friendly demeanor
• Delivering world-class customer service excellence and ensuring legislative compliance at all times and provide clients with the appropriate financial products
• Using appropriate interpersonal and communication techniques to gain client acceptance
• Facilitate cross-selling of financial products
• Continuously demonstrating energy and tenacity to achieve set targets within set timelines
• Analyzing and keeping abreast of market trends while at the same time demonstrating flexibility and adaptability as required
• Retain business and generate sales leads

Requisites

• Grade 12 with at least 25 points
• Tertiary qualification will be an advantage
• Code B Driver's license
• 2-3 years relevant sales or client services experience
• Experience in a local vernacular will be an advantage
• Excellent all round communication skills
• Computer literacy is essential
• Good numerical ability
• Ability to engage with people from different backgrounds
• Have a strong team focus
• Availability to work extended trading hours when required

Notes

• Only shortlisted applicants will be contacted