Relationship-Driven Financial Advisor

oldmutual; Qonce; On-site; ZAR 230,000 - 350,000; Full time

Job summary

Old Mutual South Africa is seeking a proactive sales and customer service professional in Eastern Cape to deliver quality service, identify opportunities, and support retention and growth. You will analyze problems, manage CRM data, develop relationships with stakeholders, and ensure compliance with company policies while driving business development.

This role emphasizes consultative selling, strong communication, and the ability to work with cross-functional teams to achieve targets.

Qualifications

• NQF Level 5 education or equivalent qualification.
• Experience in customer service and sales is advantageous.
• Strong communication and relationship-building skills.

Responsibilities

• Provide quality customer service and identify opportunities to secure new business or support retention.
• Analyze problems to find technical or professional solutions.
• Receive visitors and direct them to the appropriate information.
• Record interactions in the CRM to enable effective customer retention and business development.
• Clarify customer needs and tailor presentations to decision-makers.
• Develop relationships with potential accounts to enable two-way information flow.
• Ensure compliance with policies and codes of conduct.
• Monitor sales and market data to identify opportunities.
• Network within the business sector and represent the organization at events.
• Conduct data exploration using primary data sources and BI tools.
• Engage a network of influence inside and outside the company.

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a proactive sales and customer service professional in Eastern Cape to deliver quality service, identify opportunities, and support retention and growth. You will analyze problems, manage CRM data, develop relationships with stakeholders, and ensure compliance with company policies while driving business development.

This role emphasizes consultative selling, strong communication, and the ability to work with cross-functional teams to achieve targets.