Client-Focused Financial Consultant & Sales Advisor

Old Mutual South Africa; Makhanda; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm is seeking a motivated individual for a customer-focused role in Makhanda, Eastern Cape. The successful candidate will provide advice on financial products, ensuring exceptional service and maintaining accurate customer data. Strong communication and interpersonal relationship skills are essential, along with a National Certification. This position offers opportunities for networking and business development, while adhering to compliance standards. Closing date for applications is January 11, 2026.

Qualifications

• Proven ability to build and manage customer relationships.
• Strong communication skills are essential.
• Sales experience in a customer service role is preferred.

Responsibilities

• Provide customer service and handle inquiries effectively.
• Assess compliance with established standards.
• Develop customer relationships through proactive communication.
• Ensure data accuracy in customer management systems.

Skills

Ability to Sell

Communication

Customer Centric Selling

Interpersonal Relationship Management

Sales

Education

National Certification (Nat Cert)

Job description

A leading financial services firm is seeking a motivated individual for a customer-focused role in Makhanda, Eastern Cape. The successful candidate will provide advice on financial products, ensuring exceptional service and maintaining accurate customer data. Strong communication and interpersonal relationship skills are essential, along with a National Certification. This position offers opportunities for networking and business development, while adhering to compliance standards. Closing date for applications is January 11, 2026.