Financial Advisor – Growth & Relationship Builder

Old Mutual South Africa; Mbombela; On-site; ZAR 250,000 - 420,000; Full time

Job summary

A leading financial services company is seeking a dedicated individual to enhance customer service and develop business relationships in Mpumalanga. The role requires a Grade 12 qualification, a valid driver's license, and relevant experience in sales. Responsibilities include providing quality service to customers, managing CRM data, and developing a personal network to identify business opportunities. Strong communication skills are essential for success in this position. Closing date for applications is 30 December 2026 at 23:59.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid Driver’s licence and Own Car required.
• FAIS Compliance is mandatory.
• Clear criminal and credit check necessary.

Responsibilities

• Provide quality customer service and identify business opportunities.
• Analyze problems to find optimal solutions.
• Manage customer data in the CRM system.
• Develop relationships with decision-makers to support business growth.

Skills

Building Trust

Customer Service

Identifying Sales Opportunities

Presentation skills

Excellent communication skills

Education

Grade 12 (Matric)

NQF Level 5 - Higher, Advance or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services company is seeking a dedicated individual to enhance customer service and develop business relationships in Mpumalanga. The role requires a Grade 12 qualification, a valid driver's license, and relevant experience in sales. Responsibilities include providing quality service to customers, managing CRM data, and developing a personal network to identify business opportunities. Strong communication skills are essential for success in this position. Closing date for applications is 30 December 2026 at 23:59.