Africa-Focused Financial Advisor: Consultative Growth

Old Mutual South Africa; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Johannesburg is looking for individuals to provide exceptional customer service while identifying sales opportunities. Candidates will need a NQF Level 5 qualification and must be adept at building customer relationships. Responsibilities include analyzing customer needs, managing CRM data, and exploring business development opportunities. This role offers a chance to thrive in a dynamic environment focused on growth and customer satisfaction.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business.
• Analyze specific problems and issues to find the best solutions.
• Receive visitors and assist with requests for information.
• Schedule follow-up actions and enter data into the CRM system to manage customer relationships.
• Set objectives for sales calls and meetings, tailoring presentations to decision-makers.
• Develop and implement a relationship management plan for potential customer accounts.
• Adhere to policies, procedures, and regulatory codes.
• Monitor and assess sales and market data.
• Build a personal network and represent the organization in business events.
• Conduct research and analyze key themes and trends.

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

A leading financial services provider in Johannesburg is looking for individuals to provide exceptional customer service while identifying sales opportunities. Candidates will need a NQF Level 5 qualification and must be adept at building customer relationships. Responsibilities include analyzing customer needs, managing CRM data, and exploring business development opportunities. This role offers a chance to thrive in a dynamic environment focused on growth and customer satisfaction.