Relationship Officer, Personal Finance at Old Mutual
This job is in your area. Enjoy a short commute and work close to home.
Job Description
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
• Sell products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
• Design own monthly schedule to meet sales targets and ensure high-priority tasks get done
• Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Skills
• Clustering Techniques, Communication Server, Computer Literacy, C...