Financial Advisor: Growth & Client Relationships

oldmutual; Qonce; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused advisor to provide product guidance and build lasting client relationships across designated markets. You will handle inquiries, qualify opportunities, and contribute to retention and growth.

In this role you will analyze customer needs, manage CRM data, and develop a proactive network with decision-makers. The position emphasizes compliance with regulations and proactive business development.

Qualifications

• NQF Level 5 or equivalent required.
• Proven experience in sales, customer service or related roles.
• Ability to develop relationships and identify opportunities.

Responsibilities

• Advise on a range of products to a defined market and drive results.
• Provide quality customer service and identify new business opportunities.
• Analyze problems and determine technical or professional solutions.
• Manage CRM data and schedule follow-ups for retention and growth.
• Clarify customer needs and tailor presentations to decision-makers.
• Build relationships with key accounts and expand market presence.
• Ensure compliance with policies and regulatory codes.
• Develop a network for business development and market insights.

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

Tools

CRM System

BI Tools

Job description

Old Mutual South Africa is seeking a customer-focused advisor to provide product guidance and build lasting client relationships across designated markets. You will handle inquiries, qualify opportunities, and contribute to retention and growth.

In this role you will analyze customer needs, manage CRM data, and develop a proactive network with decision-makers. The position emphasizes compliance with regulations and proactive business development.