Company logo
Old Mutual Limited: Advancing Financial Adviser
Industries: Asset Management, Financial Services, Investments, Savings
Hermanus, Western Cape, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role focuses on engaging clients through consultative selling, managing customer feedback for service enhancement, and tracking sales data to optimize performance. The professional will identify customer needs to provide tailored solutions while strengthening relationships and making informed decisions to maximize strategic selling opportunities.
Desired Expertise or Qualifications
  • FAIS requirements completion
  • FSCA-approved qualification
  • Long-term Insurance qualification
  • Regulatory Examination 5
Benefits
  • Benefits not provided
Candyees
Company logo
Old Mutual Limited: Advancing Financial Adviser
Industries: Asset Management, Financial Services, Investments, Savings
Hermanus, Western Cape, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role focuses on engaging clients through consultative selling, managing customer feedback for service enhancement, and tracking sales data to optimize performance. The professional will identify customer needs to provide tailored solutions while strengthening relationships and making informed decisions to maximize strategic selling opportunities.
Desired Expertise or Qualifications
  • FAIS requirements completion
  • FSCA-approved qualification
  • Long-term Insurance qualification
  • Regulatory Examination 5
Benefits
  • Benefits not provided
BETA: 1.1.0.0 |
BL: 1.1.0.0