Consultative Financial Advisor - Build Client Trust

oldmutual; Lephalale; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual is seeking a sales-oriented professional to provide product advice within a defined market and to achieve results through personal effort. You will handle customer service, conduct needs analyses, and build relationships to secure new business and retain clients.

Responsibilities include CRM data entry, follow-up actions, and presenting solutions to decision-makers. The role requires Grade 12, a valid driver’s license, and 3+ years in sales within a compliant environment.

Qualifications

• Grade 12 (Matric) or equivalent.
• Valid Driver's licence and own car.
• FAIS Compliance.
• Clear criminal and credit check.
• Minimum of 3 years working experience in sales.
• Computer literacy (MS Word, PowerPoint and Outlook).
• Excellent communication skills (written and verbal).
• Presentations skills an added advantage.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze customer needs and offer product solutions.
• Schedule follow-ups and maintain CRM data for relationship management and business development.
• Develop and implement a relationship management plan for key accounts.
• Monitor sales data and market trends to identify growth opportunities.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Probing Questions

Qualifying Prospects

Sales Data Mgmt

Sales Software

Education

NQF Level 5

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual is seeking a sales-oriented professional to provide product advice within a defined market and to achieve results through personal effort. You will handle customer service, conduct needs analyses, and build relationships to secure new business and retain clients.

Responsibilities include CRM data entry, follow-up actions, and presenting solutions to decision-makers. The role requires Grade 12, a valid driver’s license, and 3+ years in sales within a compliant environment.