Financial Advisor — Consultative Sales & Client Growth

Old Mutual Limited; Kariega; On-site; ZAR 223,200 - 334,800; Full time

Job summary

Old Mutual Limited is seeking an MFC Salaried Financial Advisor to provide advice on a range of products, focusing on customer service and relationship development. In this full-time role based in Eastern Cape, you will analyze customer needs, maintain data in the CRM, and create new sales opportunities. The ideal candidate should have a minimum NQF Level 5 qualification, with strong skills in building trust, consultative selling, and customer understanding. Join us and be part of writing Africa's story!

Qualifications

• Minimum qualification of NQF Level 5 or equivalent.
• Demonstrated skills in consultative selling and customer focus.
• Ability to build trust and customer relationships effectively.

Responsibilities

• Provide quality service to customers, identifying new business opportunities.
• Analyze problems to find the best solutions for customers.
• Schedule follow-up actions and enter data in the CRM system.
• Develop a relationship management plan for potential customers.

Skills

Building Trust

Customer Service

Consultative Selling

Customer Understanding

Sales Data Management

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

Old Mutual Limited is seeking an MFC Salaried Financial Advisor to provide advice on a range of products, focusing on customer service and relationship development. In this full-time role based in Eastern Cape, you will analyze customer needs, maintain data in the CRM, and create new sales opportunities. The ideal candidate should have a minimum NQF Level 5 qualification, with strong skills in building trust, consultative selling, and customer understanding. Join us and be part of writing Africa's story!