African Financial Advisor | Relationship & Growth

oldmutual; Secunda; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual in South Africa is seeking a motivated professional to support customer service, drive business development, and manage CRM data within a dynamic team.

The role includes solving customer queries, building relationships with decision-makers, and ensuring compliance with FAIS and regulatory codes. Applicants should have Grade 12, a valid licence, 3+ years in sales, and strong communication and presentation skills.

Qualifications

• Grade 12 (Matric) and FAIS compliance required.
• 3+ years working experience, preferably in sales.
• Excellent communication skills (written and verbal) and presentations ability.

Responsibilities

• Provide quality customer service and identify opportunities for new business or retention.
• Analyze problems to find best solutions, technical or professional.
• Receive visitors and direct them or escalate as needed.
• Enter CRM data after each contact to support retention and development activities.
• Clarify customer needs, tailor materials, and engage decision-makers.
• Develop relationships with key decision-makers and influencers.

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)

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

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual in South Africa is seeking a motivated professional to support customer service, drive business development, and manage CRM data within a dynamic team.

The role includes solving customer queries, building relationships with decision-makers, and ensuring compliance with FAIS and regulatory codes. Applicants should have Grade 12, a valid licence, 3+ years in sales, and strong communication and presentation skills.