Client-Centric Financial Advisor & Growth Strategist

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking an experienced sales professional to provide advice on a specific range of products. The role involves delivering quality customer service, managing relationships, and developing business opportunities in Durban, KwaZulu-Natal.

Applicants should possess a Grade 12 certificate, a valid driver's license, and at least 3 years of sales experience. Strong communication skills and a customer-focused approach are essential for success in this role.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid Driver’s licence and Own Car.
• FAIS Compliance required.
• Clear criminal and credit check.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provide quality service to customers and identify new business opportunities.
• Develop and implement a relationship management plan for accounts.
• Ensure compliance with organizational policies and regulatory standards.
• Monitor and assess sales and market data for business development.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Education

Grade 12 (Matric)

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

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual South Africa is seeking an experienced sales professional to provide advice on a specific range of products. The role involves delivering quality customer service, managing relationships, and developing business opportunities in Durban, KwaZulu-Natal.

Applicants should possess a Grade 12 certificate, a valid driver's license, and at least 3 years of sales experience. Strong communication skills and a customer-focused approach are essential for success in this role.