Consultative Financial Advisor

Old Mutual South Africa; Bethlehem (Northampton County); On-site; USD 50,000 - 70,000; Full time

Job summary

Old Mutual South Africa is seeking a professional in Bethlehem, Pennsylvania, to provide customer service and business development support. The role requires strong consultative skills and the ability to build trust with clients.

The ideal candidate should possess strong analytical skills to assess sales opportunities, ensure operational compliance, and deliver high-quality service while maintaining customer relationships.

This position is critical in achieving business results and enhancing the organization's market presence.

Responsibilities

• Provide a quality service to customers while identifying opportunities for new business or retention.
• Analyze specific problems to find the best solutions.
• Schedule follow-up actions and maintain CRM data for effective customer relations.
• Develop a relationship management plan for potential customer accounts.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

High School (Grade 12)

Job description

Old Mutual South Africa is seeking a professional in Bethlehem, Pennsylvania, to provide customer service and business development support. The role requires strong consultative skills and the ability to build trust with clients.

The ideal candidate should possess strong analytical skills to assess sales opportunities, ensure operational compliance, and deliver high-quality service while maintaining customer relationships.

This position is critical in achieving business results and enhancing the organization's market presence.