Salaried Financial Advisor

Old Mutual Limited; Upington; Sur place; ZAR 250 000 - 450 000; Plein temps

Résumé du poste

Old Mutual Limited is seeking a sales-focused professional to advise customers, manage CRM data, and drive business development in a geographic region. The role emphasizes relationship-building, needs assessment, and effective communication with decision-makers.

You will engage in visiting clients, analyzing problems, and delivering tailored solutions within regulatory and compliance guidelines. Matric is required, with opportunities for growth through a broad sales network.

Qualifications

• Matric certificate required; additional sales training is a plus.
• Proven ability to build trust and consultative selling approaches.
• Strong communication and relationship-building in sales contexts.

Responsabilités

• Provide quality customer service and identify opportunities to secure new business or retain clients.
• Analyze problems and offer technical or professional solutions.
• Receive visitors and direct to appropriate colleagues for complex requests.
• Enter customer data into CRM and manage follow-up actions for retention and business development.
• Clarify customer needs, tailor materials, and engage decision-makers and influencers.
• Develop relationship plans to connect with key accounts and stakeholders.
• Learn and apply organizational policies to ensure compliance.
• Monitor sales data and market trends to identify growth opportunities in the region.
• Build a personal network and represent the organization at sector events.
• Conduct primary research and use BI tools to analyse key themes and trends.
• Leverage networks to influence outcomes and resolve issues.

Connaissances

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

Formation

Matriculation Certificate (Matric) (Required)

Outils

Sales Software

Description du poste

Let’s Write Africa’s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

Customer Service

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Solutions Analysis

Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer’s level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Operational Compliance

Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Business Development

Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Sales Opportunities Creation

Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Data Exploration

Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

Network of Influence

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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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

Competencies

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

Matriculation Certificate (Matric) (Required)

Closing Date

29 November 2026 , 23:59

_ The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. _

_ The Old Mutual Story! _