Financial Advisor: Relationship & Growth Specialist

Old Mutual South Africa; Giyani; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual South Africa invites applications for a sales-focused position aimed at growing a designated market segment through exceptional customer service and active business development. You will handle inquiries, resolve complex queries, and build relationships with key decision-makers, while maintaining compliance with relevant policies.

The role requires Grade 12, a valid driver's license, FAIS compliance, and a proven track record in sales with 3+ years of experience.

Qualifications

• Grade 12 (Matric) is required.
• FAIS compliance is mandatory.
• Clear criminal and credit check required.

Responsibilities

• Provide quality service to customers and identify opportunities to secure new business or support retention.
• Analyze problems to find the best solutions, technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter CRM data after each contact to enable effective retention and business development.
• Clarify customer needs, tailor presentations to decision-makers, and gather information for next steps.
• Develop and implement a relationship management plan to identify and build relationships with key decision-makers.
• Ensure compliance with organizational policies and regulatory codes, obtain supervisor authorization for exceptions.
• Monitor sales and market data to identify areas for development.
• Develop a network within the business sector and represent the organization at events.
• Conduct data exploration using primary sources and BI tools to identify trends.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Grade 12 (Matric)

FAIS Compliance

Clear criminal and credit check

Job description

Old Mutual South Africa invites applications for a sales-focused position aimed at growing a designated market segment through exceptional customer service and active business development. You will handle inquiries, resolve complex queries, and build relationships with key decision-makers, while maintaining compliance with relevant policies.

The role requires Grade 12, a valid driver's license, FAIS compliance, and a proven track record in sales with 3+ years of experience.