Client-Centric Financial Advisor

Old Mutual South Africa; Cape Town; On-site; ZAR 150,000 - 190,000; Full time

Job summary

Old Mutual South Africa is seeking a detail-oriented sales-focused professional in Cape Town to engage with customers using consultative selling techniques. You will gather customer information, understand needs, and guide them through suitable financial solutions, providing exceptional service throughout the interaction.

The role expects strong communication, a commitment to customer-centric service, and proficiency with sales tools.

Qualifications

• NQF Level 4 or Grade 12 equivalent.
• Strong communication and interpersonal skills.
• Experience in customer-facing sales or service is advantageous.
• Ability to identify customer needs and upsell opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Identifying Customer Needs

Sales Software

Education

NQF Level 4 - Grade 12

Job description

Old Mutual South Africa is seeking a detail-oriented sales-focused professional in Cape Town to engage with customers using consultative selling techniques. You will gather customer information, understand needs, and guide them through suitable financial solutions, providing exceptional service throughout the interaction.

The role expects strong communication, a commitment to customer-centric service, and proficiency with sales tools.