Company logo
Old Mutual Limited: Inhouse Salaried Financial Advisor
Industries: Asset Management, Financial Services, Investments, Savings
Bloemfontein, Free State, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role involves providing exceptional customer service, analyzing problems to develop effective solutions, and creating customer relationship plans. The position requires monitoring sales and market data, conducting research for trends, and ensuring compliance with policies while managing customer relationship data.
Desired Expertise or Qualifications
  • Accredited financial certification
  • CRM system experience
  • NQF Level 5 qualification
  • Sales software proficiency
Benefits
  • Benefits not provided
Candyees
Company logo
Old Mutual Limited: Inhouse Salaried Financial Advisor
Industries: Asset Management, Financial Services, Investments, Savings
Bloemfontein, Free State, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role involves providing exceptional customer service, analyzing problems to develop effective solutions, and creating customer relationship plans. The position requires monitoring sales and market data, conducting research for trends, and ensuring compliance with policies while managing customer relationship data.
Desired Expertise or Qualifications
  • Accredited financial certification
  • CRM system experience
  • NQF Level 5 qualification
  • Sales software proficiency
Benefits
  • Benefits not provided
BETA: 1.1.2.0 |
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