In-House Financial Advisor: Client Growth & Advisory

Old Mutual Limited; Brits; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Brits, South Africa, seeks a salaried Financial Advisor to provide tailored financial guidance to a defined market. You will build trust, identify opportunities, and manage client relationships to drive business growth and retention.

You will develop plans, use CRM insights to follow up, and uphold regulatory standards while delivering customer-focused service and consultative selling across a range of products.

Qualifications

• NQF Level 5 or higher in Finance and Banking is required.
• Experience in consultative selling and customer-focused service preferred.

Responsibilities

• Provide in-house salaried financial advisory to allocated market.
• Build relationships to secure new business or support retention.
• Schedule follow-ups and manage CRM data for retention and business development.
• Develop relationship management plans for potential accounts.
• Ensure compliance with regulatory codes of conduct.

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

Finance and Banking (NQF Level 5 or higher)

Job description

Old Mutual Limited in Brits, South Africa, seeks a salaried Financial Advisor to provide tailored financial guidance to a defined market. You will build trust, identify opportunities, and manage client relationships to drive business growth and retention.

You will develop plans, use CRM insights to follow up, and uphold regulatory standards while delivering customer-focused service and consultative selling across a range of products.