Financial Advisor - Trusted Relationships & Growth

Old Mutual Limited; Noord-Kaap; On-site; ZAR 240,000 - 380,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a customer-focused sales professional to advise on a range of products for a designated market. You will identify opportunities for new business, handle queries, and maintain CRM data for effective retention and growth.

The role emphasizes relationship development, solutions analysis, and compliant business development. An NQF Level 5 or equivalent is required, with a closing date of 29 November 2026.

Qualifications

• NQF Level 5 or higher, advance or occupational certificate or equivalent.
• Experience in consultative selling and customer relationship management.
• Understanding of sales processes and regulatory compliance.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business.
• Analyze customer needs and present suitable products with clear objectives.
• Maintain CRM data with follow-up actions for retention and development.
• Develop relationship plans to engage decision-makers and influencers.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Sales Opportunities

Oral Communications

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5

Job description

Old Mutual Limited in South Africa seeks a customer-focused sales professional to advise on a range of products for a designated market. You will identify opportunities for new business, handle queries, and maintain CRM data for effective retention and growth.

The role emphasizes relationship development, solutions analysis, and compliant business development. An NQF Level 5 or equivalent is required, with a closing date of 29 November 2026.