Consultative Financial Advisor | Growth & Relationships

Old Mutual; Bethlehem; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company is seeking a dedicated professional for a customer service role in Bethlehem, South Africa. The role involves providing quality service, analyzing customer needs, and developing business relationships. Candidates should have a strong background in customer service and sales, with a focus on building trust and understanding customer needs. High School education is required, and the closing date for applications is 29 September 2026.

Responsibilities

• Provide quality customer service and identify business opportunities.
• Analyze problems and provide effective solutions.
• Assist visitors with various requests.
• Schedule follow-ups and manage CRM data.
• Clarify customer needs and tailor presentations.
• Develop customer relationships and implement management plans.
• Ensure compliance with organizational policies and regulations.
• Monitor sales and market data for business development.
• Create sales opportunities and network within the sector.
• Conduct research and analyze key themes.
• Participate in networking to foster relationships.

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

High School (Grade 12)

Job description

A leading financial services company is seeking a dedicated professional for a customer service role in Bethlehem, South Africa. The role involves providing quality service, analyzing customer needs, and developing business relationships. Candidates should have a strong background in customer service and sales, with a focus on building trust and understanding customer needs. High School education is required, and the closing date for applications is 29 September 2026.