Finance Consultant

About the role

Old Mutual is looking for a Finance Consultant in Opuwo to advise clients on financial products, educate them and build lasting client relationships. The role combines customer service, sales and relationship management, with availability to work extended trading hours when required.

Key responsibilities

• Provide clients with the appropriate financial products
• Educate clients and companies on financial matters
• Build client relationships by understanding and exceeding their needs, with professionalism at all times
• Service clients promptly and efficiently with a professional and friendly manner
• Use interpersonal and communication techniques to gain client acceptance
• Facilitate cross-selling of financial products
• Retain business and generate sales leads
• Analyze market trends and stay flexible and adaptable
• Work towards set targets within set timelines

Required profile

• Grade 12 with commercial or business-related subjects, at least 25 points
• Tertiary qualification is an advantage
• Code B driver's licence; Code C1 is an added advantage
• At least 3 years of related experience in business management, insurance or financial services and the market sector
• Experience in a local vernacular is an advantage
• Good numerical ability and computer literacy are essential
• Ability to engage with people from different backgrounds, a strong team focus and excellent communication skills