Africa Financial Advisor: Relationship-Driven Solutions

Old Mutual Limited; Bethlehem; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a customer-focused Sales Advisor to provide advice on a defined range of products to a specific market and drive retention and growth. The role emphasizes CRM data entry, follow-ups, and building relationships with decision-makers within client organisations.

The candidate will develop opportunities by understanding customer needs, tailoring presentations, and maintaining accurate records while complying with regulatory standards.

Qualifications

• Experience in customer service and sales within a defined market.
• Ability to identify opportunities and secure new business.
• Strong communication and relationship-building skills.
• Familiarity with CRM and data-entry processes.

Responsibilities

• Provide product advice to a defined market and drive retention.
• Identify opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve problems.
• Schedule follow-ups and enter information into the CRM.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

High School (Grade 12)

Job description

Old Mutual Limited in South Africa is seeking a customer-focused Sales Advisor to provide advice on a defined range of products to a specific market and drive retention and growth. The role emphasizes CRM data entry, follow-ups, and building relationships with decision-makers within client organisations.

The candidate will develop opportunities by understanding customer needs, tailoring presentations, and maintaining accurate records while complying with regulatory standards.