Client-Centric Financial Advisor | Growth & Relationships

Old Mutual Limited; Mahikeng; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading financial services organization is seeking a Salaried Financial Advisor in Mahikeng. The role involves providing tailored financial advice, ensuring customer satisfaction, and identifying business opportunities within the market. Candidates should possess NQF Level 5 education and have strong skills in consultative selling, customer service, and relationship management. This position offers an opportunity to contribute to African financial solutions.

Responsibilities

• Provide quality service to customers while securing new business.
• Analyze problems to find appropriate solutions.
• Enter customer data into the CRM system after each contact.
• Set objectives for sales calls and tailor presentations.
• Develop a relationship management plan for potential 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

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

Job description

A leading financial services organization is seeking a Salaried Financial Advisor in Mahikeng. The role involves providing tailored financial advice, ensuring customer satisfaction, and identifying business opportunities within the market. Candidates should possess NQF Level 5 education and have strong skills in consultative selling, customer service, and relationship management. This position offers an opportunity to contribute to African financial solutions.