Financial Advisor: Consultative Sales & Growth

Old Mutual South Africa; Potchefstroom; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Potchefstroom is seeking an individual to provide exceptional customer service while identifying business opportunities. The role involves managing CRM data, developing relationships with customers, and ensuring compliance with regulatory standards. Ideal candidates should possess NQF Level 5 qualifications and demonstrate strong skills in consultative selling and customer relationship management. This position offers opportunities for professional growth and success in a supportive environment.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze specific problems to find the best solutions.
• Receive visitors and assist with various requests.
• Manage CRM data for effective customer retention.
• Set clear objectives for sales calls.
• Develop relationships with potential customers.
• Ensure compliance with organizational policies and regulations.
• Assess sales and market data for business development.
• Create sales opportunities through networking.
• Conduct research using business intelligence tools.
• Participate in networking to better leverage opportunities.

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

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

Job description

A leading financial services firm in Potchefstroom is seeking an individual to provide exceptional customer service while identifying business opportunities. The role involves managing CRM data, developing relationships with customers, and ensuring compliance with regulatory standards. Ideal candidates should possess NQF Level 5 qualifications and demonstrate strong skills in consultative selling and customer relationship management. This position offers opportunities for professional growth and success in a supportive environment.