Finance Consultant

• 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.

• 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

Old Mutual