Strategic Financial Advisor — Build Relationships & Growth

Old Mutual South Africa; Qonce; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa is seeking a dynamic sales and customer service professional in the Eastern Cape to drive customer relationships and growth.

You will handle complex queries, manage CRM data, develop relationships with decision-makers, and participate in business development activities across the region. A strong focus on consultative selling and data-driven insights is essential to succeed in this role.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
• Experience in customer service or sales is beneficial.
• Knowledge of regulatory or company policies is advantageous.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Schedule follow-ups and enter information into the CRM after each contact.
• Develop a relationship plan to build connections with decision-makers and influencers.
• Clarify customer needs and tailor presentations to key stakeholders.
• Monitor sales data and market trends to identify regional growth opportunities.
• Represent the organization at events and expand the network of potential clients.
• Ensure compliance with company policies and regulatory codes.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

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

Tools

CRM Software

Job description

Old Mutual South Africa is seeking a dynamic sales and customer service professional in the Eastern Cape to drive customer relationships and growth.

You will handle complex queries, manage CRM data, develop relationships with decision-makers, and participate in business development activities across the region. A strong focus on consultative selling and data-driven insights is essential to succeed in this role.