Financial Advisor (Consultative Sales & Client Growth)

Old Mutual Life Assurance Company (SA) Ltd

Vryburg

On-site

ZAR 350,000 - 550,000

Full time

3 days ago

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Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a results-driven sales professional to advise on a range of products and build strong customer relationships in the designated market. You will identify growth opportunities, manage CRM data, and engage with decision-makers to secure new business and support retention.

The role emphasizes relationship development, data-driven insights, and compliance with regulatory standards, with the aim of driving business growth across defined regions.

Qualifications

NQF Level 5 or higher; relevant certificate or diploma.
Strong consultative selling and customer-focused approach.
Excellent communication and networking skills.

Responsibilities

Provide quality customer service and secure new business opportunities.
Analyze market data to shape sales strategy and identify opportunities.
Maintain CRM data and schedule follow-up actions.
Develop relationships with decision-makers and influencers.
Represent the organization at business sector events.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

The role emphasizes relationship development, data-driven insights, and compliance with regulatory standards, with the aim of driving business growth across defined regions.

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