Financial Advisor: Client Growth & Solutions

oldmutual; Bethlehem; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in South Africa seeks a customer-focused professional to advise on a range of products for a defined market. You will handle customer inquiries, analyze needs, and identify opportunities to grow business while maintaining CRM data quality.

You will build relationships with decision-makers, manage two-way information flow, and ensure compliance with policies. The role involves visiting clients, prospecting, and supporting retention efforts in a dynamic retail environment.

Qualifications

• Provides advice on a range of products to a specific allocated market.
• Identifies opportunities to secure new business or support retention.
• Analyzes problems and issues to find best solutions, which could be technical or professional.

Responsibilities

• Provide quality customer service and identify opportunities to secure new business or support retention.
• Analyze problems to find best solutions, which could be technical or professional.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Input and manage CRM data to enable effective customer retention and business development activities.
• Set clear objectives for sales calls or meetings and tailor materials to decision-makers.
• Develop and implement a relationship management plan for potential accounts to enable two-way information flow.
• Ensure adherence to organizational policies and regulatory codes; obtain supervisor authorization for exceptions.
• Monitor and assess sales data for regional business development opportunities.
• Network within the business sector to enhance visibility of products and services.
• Conduct research using primary data sources and BI tools to analyze key trends.
• Demonstrate the value of networking across internal and external teams.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Opportunities

Probing Questions

Qualifying Prospects

Oral Communications

Data Management

Sales Software

Strategic Selling

Relationship Building

Education

High School (Grade 12)

Job description

Old Mutual in South Africa seeks a customer-focused professional to advise on a range of products for a defined market. You will handle customer inquiries, analyze needs, and identify opportunities to grow business while maintaining CRM data quality.

You will build relationships with decision-makers, manage two-way information flow, and ensure compliance with policies. The role involves visiting clients, prospecting, and supporting retention efforts in a dynamic retail environment.