Dynamic Financial Advisor: Consultative Sales & Growth

Old Mutual; King Sabata Dalindyebo Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance and investment firm is seeking a customer-focused individual in South Africa to enhance customer service and identify sales opportunities. The ideal candidate will have a strong background in sales, excellent communication skills, and a commitment to delivering quality service. A valid driver's license and minimum 3 years of experience are required. This role offers continuous professional development and growth in a dynamic environment.

Qualifications

• Grade 12 (Matric) required.
• Valid Driver’s license and Own Car needed.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification) necessary.
• Clear criminal and credit check essential.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy is required.
• Excellent communication skills (written and verbal) are a must.
• Presentations skills an added advantage.

Responsibilities

• Provide quality service to customers while identifying business opportunities.
• Process cases and resolve customer problems.
• Analyze problems to find solutions.
• Schedule actions and enter information into the CRM system.
• Develop relationship management plans for potential accounts.
• Monitor and assess sales and market data.

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

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

Tools

MS Word

Powerpoint

Outlook

Job description

A leading insurance and investment firm is seeking a customer-focused individual in South Africa to enhance customer service and identify sales opportunities. The ideal candidate will have a strong background in sales, excellent communication skills, and a commitment to delivering quality service. A valid driver's license and minimum 3 years of experience are required. This role offers continuous professional development and growth in a dynamic environment.