Financial Solutions Advisor - Consultative Sales & Growth

Old Mutual Finance (Pty) Ltd; Polokwane; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual is seeking a role focused on advising on a specific range of products to a designated market. The position emphasizes delivering excellent customer service, understanding customer needs, and developing relationships to create sales opportunities.

Responsibilities include CRM data handling, solution analysis, visiting clients, and ensuring compliance while contributing to business development and revenue growth.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

• Customer Service
• Solutions Analysis
• Receiving Visitors
• Customer Relationship Management (CRM) Data
• Customer Needs Clarification
• Customer Relationship Development / Prospecting
• Operational Compliance
• Business Development
• Sales Opportunities Creation
• Data Exploration
• Network of Influence

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual is seeking a role focused on advising on a specific range of products to a designated market. The position emphasizes delivering excellent customer service, understanding customer needs, and developing relationships to create sales opportunities.

Responsibilities include CRM data handling, solution analysis, visiting clients, and ensuring compliance while contributing to business development and revenue growth.