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Advancing Financial Adviser
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Otis College of Art and DesignJalan Molek / , Taman Molek, MalaysiaAdvancing Financial Adviser
Old MutualButterworthLet's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including :
Continuous Learning and Market Insights
Qualifications and Experience
Other requirements
Skills
Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
29 June 2025 , 23 : 59