Client-Focused Financial Advisor

Old Mutual South Africa; Middelburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-centric sales professional in Middelburg to drive client partnerships and identify sales opportunities. You will engage with customers to understand their needs and provide consultative solutions.

The role emphasizes strong communication, information evaluation, and data-driven selling within a diverse team. Suitable candidates hold at least NQF Level 5 and thrive in a dynamic financial services environment.

Qualifications

• Consultative selling experience required.
• Strong customer service and relationship-building skills.
• NQF Level 5 or higher qualification required.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

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

Old Mutual South Africa is seeking a customer-centric sales professional in Middelburg to drive client partnerships and identify sales opportunities. You will engage with customers to understand their needs and provide consultative solutions.

The role emphasizes strong communication, information evaluation, and data-driven selling within a diverse team. Suitable candidates hold at least NQF Level 5 and thrive in a dynamic financial services environment.