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MFC Salaried Financial Advisor

Company

Old Mutual South Africa

Location

brits, South-Africa

Type

Full-time

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

  • Customer Service

    Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

  • Solutions Analysis

    Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

  • Receiving Visitors

    Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

  • Customer Relationship Management (CRM) Data

    Schedule follow-up actions and enter relevant information into the CRM system after each contact wit...

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