Financial Advisor - Client Growth & Solutions Expert

Old Mutual South Africa; Secunda; On-site; ZAR 300,000 - 460,000; Full time

Job summary

A leading financial services organization in Secunda seeks a motivated professional to provide customer services and develop sales opportunities. The role requires a Grade 12 qualification, a valid driver’s license, and ideally over 3 years of sales experience. Candidates should possess excellent communication skills and the ability to analyze customer needs. Responsibilities include managing relationships, analyzing market data, and ensuring operational compliance. This position offers an opportunity to grow within a supportive environment, contributing to the success of the organization.

Qualifications

• Minimum of 3 years working experience (preferably in sales).
• Valid Driver’s licence and Own Car.
• FAIS Compliance.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze specific problems to find the best solutions.
• Develop and implement relationship management plans for potential customer accounts.

Skills

Building Trust

Consultative Selling

Customer Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Presentation Skills

Education

Grade 12 (Matric)

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services organization in Secunda seeks a motivated professional to provide customer services and develop sales opportunities. The role requires a Grade 12 qualification, a valid driver’s license, and ideally over 3 years of sales experience. Candidates should possess excellent communication skills and the ability to analyze customer needs. Responsibilities include managing relationships, analyzing market data, and ensuring operational compliance. This position offers an opportunity to grow within a supportive environment, contributing to the success of the organization.