Financial Advisor: Growth, Relationships & Solutions

oldmutual; Mahikeng; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual South Africa invites applicants for a customer advisory role focused on providing product guidance to a defined market and driving sales growth. You will manage customer relationships, process queries, and enter data into the CRM to enable retention and business development.

The role emphasizes solution analysis, prospecting, and compliance with company policies while building a network within the market and representing the brand at sector events.

Qualifications

• NQF Level 5 or higher certificate or equivalent.
• Experience in customer sales and relationship management.
• Knowledge of CRM systems and sales software.

Responsibilities

• Provide advice on a range of products to a defined market and are accountable for achieving results.
• Identify opportunities to secure new business or support retention.
• Process cases and resolve complex queries for customers.
• Analyze problems to find technical or professional solutions.
• Receive visitors and assist with information requests; escalate when needed.
• Schedule follow-ups and maintain CRM data for quality insights and retention.

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 - Higher, Advance or Occupational Certificate or equivalent

Tools

CRM system

Business Intelligence Tools

Sales Software

Job description

Old Mutual South Africa invites applicants for a customer advisory role focused on providing product guidance to a defined market and driving sales growth. You will manage customer relationships, process queries, and enter data into the CRM to enable retention and business development.

The role emphasizes solution analysis, prospecting, and compliance with company policies while building a network within the market and representing the brand at sector events.