Financial Advisor: Africa Growth & Client Impact

Old Mutual South Africa; Modimolle; On-site; ZAR 360,000 - 480,000; Full time

Benefits offered by this job

Driver's license assistance?

Employee discount?

Job summary

Old Mutual South Africa is seeking a results-driven sales professional to provide product advice, build customer relationships, and drive business development within a defined market. The role emphasizes CRM data quality, stakeholder engagement, and compliance with FAIS and regulatory standards.

Applicants should have Matric, a valid driver’s license, 3+ years in sales, strong communication and presentation skills, and the ability to work in a dynamic team. Closing date is 30 December 2026.

Qualifications

• Grade 12 (Matric).
• Valid Driver's licence 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 advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions; solutions could be technical or professional in nature.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
• Set clear objectives for each sales call or meeting; tailor standard materials for presentations to decision-makers.
• Develop and implement a relationship management plan for potential customer accounts to build relationships with decision-makers.
• Develop knowledge of the organization's policies and procedures to ensure compliance.
• Monitor and assess sales and market data for a specific geographic region to identify areas for business development.
• Develop a personal network within the business sector and represent the organization at sector events.

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

Job description

Old Mutual South Africa is seeking a results-driven sales professional to provide product advice, build customer relationships, and drive business development within a defined market. The role emphasizes CRM data quality, stakeholder engagement, and compliance with FAIS and regulatory standards.

Applicants should have Matric, a valid driver’s license, 3+ years in sales, strong communication and presentation skills, and the ability to work in a dynamic team. Closing date is 30 December 2026.