Africa-Focused Financial Advisor: Sales & CRM Expert

Old Mutual; Gqeberha; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Customer Service professional to deliver high-quality service while identifying new business opportunities and supporting customer retention. Candidates should have a Grade 12 certificate, a valid driver’s license, and a minimum of three years of sales experience. The role includes responsibilities like CRM management and relationship development with customers. A basic salary of R7000 plus a performance bonus is offered, aligning with the company's focus on growth and customer satisfaction.

Benefits

R2500 performance bonus

Commission incentive

Qualifications

• Minimum of 3 years working experience in sales or related field.
• Valid Driver’s license and own car required.
• Clear criminal and credit check needed.
• Excellent communication skills, both written and verbal.
• Presentations skills are an added advantage.

Responsibilities

• Provide high-quality customer service and identify new business opportunities.
• Analyze problems to find the best solutions.
• Schedule follow-up actions and manage CRM data effectively.
• Develop relationships with decision-makers of customer accounts.
• Monitor sales and market data for business development.

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

Grade 12 (Matric)

FAIS Compliance (NQF Level 5 FSCA Approved Qualification)

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

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services company in South Africa is seeking a Customer Service professional to deliver high-quality service while identifying new business opportunities and supporting customer retention. Candidates should have a Grade 12 certificate, a valid driver’s license, and a minimum of three years of sales experience. The role includes responsibilities like CRM management and relationship development with customers. A basic salary of R7000 plus a performance bonus is offered, aligning with the company's focus on growth and customer satisfaction.