Finance Advisor - Drive Growth & Client Partnerships

Old Mutual South Africa; Middelburg; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading African financial services firm in Mpumalanga is seeking an experienced individual to provide quality customer service and develop relationships with clients. Candidates should possess a Grade 12 qualification, FAIS compliance, and at least 3 years of sales experience. The role requires strong communication skills and computer literacy. This position offers opportunities for career growth within a dynamic team.

Qualifications

• Grade 12 (Matric).
• Valid Driver’s license and Own Car.
• FAIS Compliance.
• Clear criminal and credit check.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy (MS Word, PowerPoint and Outlook).
• Excellent communication skills (written and verbal).
• Presentations skills an added advantage.

Responsibilities

• Provide quality customer service while identifying opportunities.
• Analyze specific problems to find the best solutions.
• Assist visitors with requests for information.
• Enter relevant information into the CRM system.
• Set clear objectives for each sales call.
• Develop and implement a relationship management plan.
• Ensure compliance with organizational policies and regulations.
• Monitor and assess sales data for business development.
• Develop a personal network in the business sector.
• Conduct research to enable analysis of key themes.

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 African financial services firm in Mpumalanga is seeking an experienced individual to provide quality customer service and develop relationships with clients. Candidates should possess a Grade 12 qualification, FAIS compliance, and at least 3 years of sales experience. The role requires strong communication skills and computer literacy. This position offers opportunities for career growth within a dynamic team.