Consultative Financial Advisor & Growth Advocate

Old Mutual Limited; Upington; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Old Mutual Limited is seeking a sales-focused professional to advise customers, manage CRM data, and drive business development in a geographic region. The role emphasizes relationship-building, needs assessment, and effective communication with decision-makers.

You will engage in visiting clients, analyzing problems, and delivering tailored solutions within regulatory and compliance guidelines. Matric is required, with opportunities for growth through a broad sales network.

Qualifications

• Matric certificate required; additional sales training is a plus.
• Proven ability to build trust and consultative selling approaches.
• Strong communication and relationship-building in sales contexts.

Responsibilities

• Provide quality customer service and identify opportunities to secure new business or retain clients.
• Analyze problems and offer technical or professional solutions.
• Receive visitors and direct to appropriate colleagues for complex requests.
• Enter customer data into CRM and manage follow-up actions for retention and business development.
• Clarify customer needs, tailor materials, and engage decision-makers and influencers.
• Develop relationship plans to connect with key accounts and stakeholders.
• Learn and apply organizational policies to ensure compliance.
• Monitor sales data and market trends to identify growth opportunities in the region.
• Build a personal network and represent the organization at sector events.
• Conduct primary research and use BI tools to analyse key themes and trends.
• Leverage networks to influence outcomes and resolve issues.

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

Matriculation Certificate (Matric) (Required)

Tools

Sales Software

Job description

Old Mutual Limited is seeking a sales-focused professional to advise customers, manage CRM data, and drive business development in a geographic region. The role emphasizes relationship-building, needs assessment, and effective communication with decision-makers.

You will engage in visiting clients, analyzing problems, and delivering tailored solutions within regulatory and compliance guidelines. Matric is required, with opportunities for growth through a broad sales network.