Dynamic Financial Advisor: Consultative Sales & Growth

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

Job summary

A financial services provider in Port Shepstone is seeking a customer service professional to enhance client relationships and identify new business opportunities. The ideal candidate will have a Grade 12 qualification, three years of sales experience, and be FAIS compliant. Proficiency in MS Office and excellent communication skills are essential. This role offers an opportunity to work in a dynamic environment with continuous professional development.

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) is mandatory.
• Clear criminal and credit check must be passed.
• Excellent communication skills, both written and verbal are necessary.
• Presentation skills an added advantage.

Responsibilities

• Provide a quality service to customers while identifying opportunities.
• Analyze specific problems and provide solutions.
• Maintain customer relationship management data accurately.
• Develop and implement a relationship management plan.
• 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

Grade 12 (Matric)

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

Tools

MS Word

Powerpoint

Outlook

Job description

A financial services provider in Port Shepstone is seeking a customer service professional to enhance client relationships and identify new business opportunities. The ideal candidate will have a Grade 12 qualification, three years of sales experience, and be FAIS compliant. Proficiency in MS Office and excellent communication skills are essential. This role offers an opportunity to work in a dynamic environment with continuous professional development.