Advancing Financial Adviser
Old Mutual · Nelspruit
Job description
About the role
The Advancing Financial Adviser will join Old Mutual’s financial advice team in Nelspruit, delivering consultative selling and tailored financial solutions to clients. This full‑time position focuses on understanding customer needs, building strong relationships and driving sales growth.
Key responsibilities
- Conduct consultative sales conversations to identify client financial goals.
- Gather and evaluate customer information to propose appropriate advice.
- Qualify prospects and uncover new sales opportunities.
- Manage sales data and maintain accurate records using the company’s sales software.
- Strengthen and sustain long‑term customer relationships.
- Provide feedback on customer experience and contribute to service improvements.
Required profile
- Strong customer‑focused mindset with excellent oral communication.
- Ability to ask probing questions and assess client needs.
- Proven capability to manage complexity and balance stakeholder interests.
- Commitment to accountability, trust‑building and interpersonal savvy.
Required skills
- Sales Software
- Sales Data Management
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Published 1 month ago
Expires 4 weeks from now
49 views · 0 interested
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Old Mutual
Nelspruit