Financial Advisor: Consultative Sales & Relationships

oldmutual; Polokwane; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Polokwane is seeking a sales-oriented professional to engage with customers, identify opportunities, and build lasting relationships. You will analyze needs, present tailored solutions, and maintain CRM data to support retention and growth.

The role requires grade 12, a valid driving licence, and proven sales experience. Knowledge of regulatory requirements and strong communication are essential for success in a fast-paced environment.

Qualifications

• Grade 12 (Matric).
• Valid Driver's licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Responsibilities

• Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Solutions Analysis: Analyze specific problems and issues to find the best solutions.
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data: Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
• Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
• Operational Compliance: Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Business Development: Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
• Sales Opportunities Creation: Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
• Data Exploration: Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Network of Influence: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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 4 - Grade 12

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

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual in Polokwane is seeking a sales-oriented professional to engage with customers, identify opportunities, and build lasting relationships. You will analyze needs, present tailored solutions, and maintain CRM data to support retention and growth.

The role requires grade 12, a valid driving licence, and proven sales experience. Knowledge of regulatory requirements and strong communication are essential for success in a fast-paced environment.