Financial Advisor: Consultative Sales & Client Growth

Old Mutual Limited; Potchefstroom; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services organization is seeking an MFC Salaried Financial Advisor in Potchefstroom. This role involves providing tailored financial solutions, developing customer relationships, and driving sales through effective consultation. Ideal candidates will have strong interpersonal skills and relevant qualifications. The position offers opportunities for career growth and development.

Qualifications

• Strong interpersonal skills to build and deepen customer relationships.
• Ability to analyze customer needs and offer tailored solutions.

Responsibilities

• Provide quality service to customers and resolve queries.
• Develop relationships with decision-makers to identify sales opportunities.
• Schedule follow-up actions and manage CRM data.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strategic Selling

Education

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

Job description

A leading financial services organization is seeking an MFC Salaried Financial Advisor in Potchefstroom. This role involves providing tailored financial solutions, developing customer relationships, and driving sales through effective consultation. Ideal candidates will have strong interpersonal skills and relevant qualifications. The position offers opportunities for career growth and development.