Financial Advisor - Client Growth & Solutions

oldmutual; Thohoyandou; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a sales-focused professional to provide advice on a range of products to a defined market. The role emphasizes customer service, needs clarification, and relationship development to drive new business and retention.

Responsibilities include CRM data management, solution analysis, and proactive business development within a defined geographic region. The candidate should have Matric, a valid driver's license, and at least three years in sales.

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 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 in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter relevant information into the CRM after each contact to enable effective retention and business development.
• Set objectives for sales calls/meetings; tailor materials for decision-makers and influencers; gather and respond to information needs.
• Develop relationship management plans to build relationships with key decision-makers for two-way information flow.
• Adhere to organizational policies and regulatory codes; obtain supervisor authorization for exceptions.
• Monitor sales and market data to identify areas for business development.
• Build personal networks and represent the organization at business events to gather market intelligence.
• Conduct research and extract data for analysis of key trends using primary data sources and BI tools.
• Engage in a networked approach to leveraging people, tech, and ideas inside and outside the company.

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

Old Mutual South Africa is seeking a sales-focused professional to provide advice on a range of products to a defined market. The role emphasizes customer service, needs clarification, and relationship development to drive new business and retention.

Responsibilities include CRM data management, solution analysis, and proactive business development within a defined geographic region. The candidate should have Matric, a valid driver's license, and at least three years in sales.