Africa-Focused Financial Advisor – Growth & Solutions

Old Mutual; Potchefstroom; On-site; ZAR 250 000 - 450 000; Full time

Job summary

A leading financial services company in South Africa is seeking a skilled individual to provide exceptional customer service and identify new business opportunities. The role involves analyzing customer needs, managing CRM data, and developing relationships with key decision-makers. Candidates should have strong consultative selling skills and relevant qualifications to excel in this dynamic environment.

Responsibilities

• Provide quality customer service while identifying opportunities for new business.
• Analyze problems to find effective solutions.
• Manage customer relationship data in the CRM system.
• Develop relationships with decision-makers in customer organizations.
• Ensure compliance with organizational policies and procedures.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Data Management

Strategic Selling

Education

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

Job description

A leading financial services company in South Africa is seeking a skilled individual to provide exceptional customer service and identify new business opportunities. The role involves analyzing customer needs, managing CRM data, and developing relationships with key decision-makers. Candidates should have strong consultative selling skills and relevant qualifications to excel in this dynamic environment.