Financial Advisor: Build Trust, Grow Client Relationships

oldmutual

Mdantsane

On-site

ZAR 180,000 - 240,000

Full time

5 days ago

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Job summary

Old Mutual South Africa in Mdantsane invites applications for a sales-oriented role focused on customer service, relationship management and business development within a defined market. You will manage queries, maintain CRM data, qualify prospects and build networks with key decision-makers.

The role emphasizes compliant operations, market insight and proactive client engagement to grow the customer base and retention in the region.

Qualifications

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

Responsibilities

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 to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information or explain.
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.