Africa Financial Advisor — Trusted Client Partner

Old Mutual Limited; Mahikeng; On-site; ZAR 320,000 - 420,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a customer-focused sales professional to advise on a range of products for a defined market. You will service customers, identify new business opportunities, and manage relationships to drive retention and growth.

The role involves CRM data entry, prospecting, and translating client needs into effective presentations for decision-makers, while adhering to regulatory and compliance standards.

Qualifications

• Builds and maintains customer relationships to secure new business and support retention.
• Analyzes customer needs and translates into effective sales actions.
• Maintains accurate customer and sales data in CRM and internal systems.

Responsibilities

• Provide quality service to customers and identify opportunities to secure new business or support retention.
• Analyze problems to determine best solutions—technical or professional.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter information into the CRM to enable effective customer retention and business development.
• Set objectives for sales calls, tailor materials, and engage decision-makers to identify needs.

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

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

Job description

Old Mutual Limited in South Africa seeks a customer-focused sales professional to advise on a range of products for a defined market. You will service customers, identify new business opportunities, and manage relationships to drive retention and growth.

The role involves CRM data entry, prospecting, and translating client needs into effective presentations for decision-makers, while adhering to regulatory and compliance standards.