Financial Advisor | Consultative Sales & Growth

Old Mutual Limited; Newcastle upon Tyne; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services organization is seeking an experienced professional to join their team in Newcastle upon Tyne. The role involves providing quality customer service, analyzing customer needs, and developing business opportunities. Applicants should have at least 3 years of sales experience, a valid driver's license, and strong communication skills. This position requires a commitment to operational compliance and effective customer relationship management. Join us to help create lasting customer experiences.

Qualifications

• Grade 12 (Matric) qualifications.
• Valid Driver’s license and Own Car required.
• FAIS Compliance is not negotiable.
• Minimum of 3 years working experience, preferably in sales.
• Proficient in MS Word, PowerPoint and Outlook.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze issues to find best solutions for customers.
• Enter relevant information into CRM system for tracking.
• Develop a relationship management plan for potential customer accounts.
• Monitor and assess sales and market data.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Sales Data Management

Oral Communications

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading financial services organization is seeking an experienced professional to join their team in Newcastle upon Tyne. The role involves providing quality customer service, analyzing customer needs, and developing business opportunities. Applicants should have at least 3 years of sales experience, a valid driver's license, and strong communication skills. This position requires a commitment to operational compliance and effective customer relationship management. Join us to help create lasting customer experiences.