Strategic Financial Advisor

Old Mutual Limited; Klerksdorp; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Limited is seeking a sales-focused professional to provide advice on a range of products to a defined market in North West, South Africa. The role includes delivering quality customer service, identifying new business opportunities, and maintaining CRM data for effective retention and development.

The candidate will engage in relationship development, understand customer needs, and participate in business development activities across a designated geographic region.

Qualifications

• Provide advice on a specific range of products to a specific allocated market.
• Identify opportunities to secure new business or support retention.
• Ability to handle complex queries and resolve customer problems.

Responsibilities

• Provide a quality service to customers while identifying 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 matters to colleagues.
• Enter relevant information into the CRM to enable effective customer retention and business development.

Skills

Consultative selling

Customer service

Sales data management

Prospecting

Networking

Communication

Education

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

Job description

Old Mutual Limited is seeking a sales-focused professional to provide advice on a range of products to a defined market in North West, South Africa. The role includes delivering quality customer service, identifying new business opportunities, and maintaining CRM data for effective retention and development.

The candidate will engage in relationship development, understand customer needs, and participate in business development activities across a designated geographic region.