Finance Consultant

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Minimum Requirements:

Grade 12 with Commercial or Business related subjects, at least 25 points.

Tertiary qualification will be an advantage.

Code B Driver's license: Code C1 will be an added advantage.

Minimum of 3 years related experience in business management, insurance or financial services and market sector.

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.

Job description:

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

Skills

Education

Closing Date

03 May 2024

The Old Mutual Story!

JR-53612