Financial Advisor: Consultative Sales & Relationships

oldmutual; Kroonstad; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa invites a results-driven sales and customer service professional to advise on a defined product range and grow business within a targeted market. You will manage customer inquiries, build relationships with decision-makers, and use CRM data to drive retention and development strategies.

Success requires strong communication, proactive prospecting, and the ability to translate customer needs into tailored solutions while adhering to regulatory standards and corporate

Qualifications

• High School (Grade 12) is required.
• Experience in consultative selling and strong customer service skills are advantageous.
• Ability to build relationships and identify sales opportunities with decision-makers.

Responsibilities

• Provide advice on a specific range of products to a defined market and be accountable for achieving results through personal effort.
• Identify opportunities to secure new business or support retention.
• Manage CRM data and schedule follow-ups to enable effective retention and development activities.
• Develop and implement a relationship management plan for potential accounts to engage relevant decision-makers.
• Monitor sales and market data to identify areas for business development in the region.

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

High School (Grade 12)

Job description

Old Mutual South Africa invites a results-driven sales and customer service professional to advise on a defined product range and grow business within a targeted market. You will manage customer inquiries, build relationships with decision-makers, and use CRM data to drive retention and development strategies.

Success requires strong communication, proactive prospecting, and the ability to translate customer needs into tailored solutions while adhering to regulatory standards and corporate