In-House Financial Advisor — Growth, Solutions & CRM

Old Mutual South Africa; Brits; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a results-driven sales professional to advise on a defined product range for a specific market. The role emphasizes building trust, consultative selling, and customer-focused service to secure new business and strengthen existing relationships.

The successful candidate will manage CRM data, follow up on opportunities, and develop accounts with key decision-makers while ensuring compliance with regulatory standards.

Qualifications

• Provide advice on a range of products to a defined market.
• Aim to achieve results through own efforts and strong customer focus.
• Maintain accurate CRM data and schedule follow-ups to drive retention.

Responsibilities

• Deliver quality customer service and identify opportunities to secure new business or support retention.
• Analyze problems to find best solutions, which could be technical or professional in nature.
• Receive visitors and refer complex requests to colleagues as needed.
• Maintain CRM data and schedule follow-ups for effective customer retention and business development.
• Develop relationships with decision-makers to enable two-way information flow and issue resolution.
• Ensure compliance with regulatory codes and internal procedures.

Skills

Building Trust

Consultative Selling

Customer Focus

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 NQF5

Job description

Old Mutual South Africa is seeking a results-driven sales professional to advise on a defined product range for a specific market. The role emphasizes building trust, consultative selling, and customer-focused service to secure new business and strengthen existing relationships.

The successful candidate will manage CRM data, follow up on opportunities, and develop accounts with key decision-makers while ensuring compliance with regulatory standards.