Financial Advisor — Growth, CRM & Client Relations

Old Mutual; Mkhondo Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider seeks a skilled individual to provide financial advice and solutions within a specific market. Candidates should possess a Grade 12 certificate, a valid driver’s license, and at least three years of sales experience. The role involves quality customer service, relationship development, and compliance with organizational standards. Strong communication and computer literacy are essential. Closing date for applications is 04 November 2025.

Qualifications

• Minimum of 3 years working experience (preferably in sales).
• Valid Driver's licence and Own Car required.
• Excellent communication skills (written and verbal).
• Clear criminal and credit check.

Responsibilities

• Provide quality service to customers while identifying business opportunities.
• Analyze problems to find effective solutions for customers.
• Develop and implement a relationship management plan for potential accounts.
• Conduct research and select information to analyze key themes and trends.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Software

Education

Grade 12 (Matric)

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

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services provider seeks a skilled individual to provide financial advice and solutions within a specific market. Candidates should possess a Grade 12 certificate, a valid driver’s license, and at least three years of sales experience. The role involves quality customer service, relationship development, and compliance with organizational standards. Strong communication and computer literacy are essential. Closing date for applications is 04 November 2025.