Africa-Focused Financial Advisor: Sales & Solutions

oldmutual

Ermelo

On-site

ZAR 350,000 - 550,000

Full time

5 days ago

Be an early applicant

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Old Mutual invites applications for a customer-focused sales advisory role in Ermelo, focusing on a range of financial products for a defined market. You will provide quality service, identify new business opportunities, and support retention while leveraging CRM data to drive relationships and growth.

The position emphasizes prospecting, needs clarification, and compliant practices with a minimum of 3 years sales experience and a matric.

Qualifications

Grade 12 (Matric).
Valid Driver's licence and Own Car
FAIS Compliance
Clear criminal and credit check
Minimum of 3 years working experience (preferably in sales)
Computer literacy (MS Word, Powerpoint and Outlook)
Excellent communication skills (written and verbal)
Presentations skills an added advantage

Responsibilities

Provide a quality service to customers while identifying opportunities to secure new business or support retention.
Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.