Financial Advisor: Growth Through Trusted Relationships

oldmutual; Kuruman; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa is hiring for a sales-focused role based in Kuruman. You will provide high-quality customer service, analyze and resolve complex queries, and drive business development through targeted CRM data use and proactive relationship management.

Responsibilities include converting opportunities, conducting needs assessments, and ensuring compliance with organizational policies. This position emphasizes consultative selling within a defined geographic region.

Qualifications

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

Responsibilities

• Provide quality service to customers and identify opportunities for new business or retention.
• Process cases, handle complex queries, and resolve problems.
• Analyse problems to find technical or professional solutions.
• Receive visitors and assist with information requests, escalating complex matters as needed.
• Enter CRM data after each contact to build a call plan and enable retention and business development.
• Prepare for each sales call by clarifying objectives and tailoring materials for decision-makers.
• Develop and implement a plan to build relationships with key decision-makers and influencers.
• Adhere to policies and regulatory standards; obtain supervisor approval for exceptions.
• Monitor sales data to identify market opportunities and growth potential.

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

Job description

Old Mutual South Africa is hiring for a sales-focused role based in Kuruman. You will provide high-quality customer service, analyze and resolve complex queries, and drive business development through targeted CRM data use and proactive relationship management.

Responsibilities include converting opportunities, conducting needs assessments, and ensuring compliance with organizational policies. This position emphasizes consultative selling within a defined geographic region.