Client-Focused Financial Advisor for Growth

Old Mutual South Africa; Khâi-Ma Local Municipality; On-site; ZAR 350,000 - 540,000; Full time

Job summary

Old Mutual South Africa is seeking a sales-oriented professional to provide product advice to a defined market, drive new business, and support client retention. The role emphasizes CRM data quality, needs clarification, and strategic relationship management across a specific geographic region.

Responsibilities include delivering quality service, handling complex queries, and ensuring compliance with FAIS and regulatory standards while developing market intelligence and business development

Qualifications

• Grade 12 (Matric) is required.
• NQF Level 5 or equivalent qualification is preferred.

Responsibilities

• Provide quality service to customers and identify opportunities to secure new business or support retention.
• Analyze problems to find the best solutions, which could be technical or professional in nature.
• Receive visitors and assist with requests for information.
• Enter relevant information into the CRM system after each contact to enable retention and business development.
• Set objectives for each sales call or meeting and tailor materials for decision-makers.
• Develop a relationship management plan to identify and engage key decision-makers.
• Understand and comply with organizational policies and regulatory codes of conduct.

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 South Africa is seeking a sales-oriented professional to provide product advice to a defined market, drive new business, and support client retention. The role emphasizes CRM data quality, needs clarification, and strategic relationship management across a specific geographic region.

Responsibilities include delivering quality service, handling complex queries, and ensuring compliance with FAIS and regulatory standards while developing market intelligence and business development