Dynamic Financial Advisor: Consultative Sales & Growth

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

Job summary

A leading financial services provider in South Africa seeks an experienced sales representative to deliver quality customer service while identifying new business opportunities. The ideal candidate must have at least 3 years of sales experience and relevant qualifications. Responsibilities include managing customer relationships and CRM data, ensuring compliance with policies while driving sales initiatives. Hybrid work options may be available.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid driver's license and own car required.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• Excellent communication skills, both written and verbal.
• Clear criminal and credit check necessary.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Schedule follow-up actions and enter relevant information into the CRM system.
• Develop and implement a relationship management plan for potential customer accounts.
• Monitor and assess sales and market data for business development.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Grade 12 (Matric)

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services provider in South Africa seeks an experienced sales representative to deliver quality customer service while identifying new business opportunities. The ideal candidate must have at least 3 years of sales experience and relevant qualifications. Responsibilities include managing customer relationships and CRM data, ensuring compliance with policies while driving sales initiatives. Hybrid work options may be available.