Strategic Financial Advisor: Build Trust & Grow Clients

oldmutual; Rustenburg; On-site; ZAR 350,000 - 600,000; Full time

Job summary

Old Mutual South Africa is recruiting for a customer-focused sales role within its financial services network. You will engage with customers, identify opportunities for new business, and support retention by handling complex queries and providing quality service.

The role emphasizes relationship building with decision-makers, CRM data entry after each contact, and ongoing market data analysis to identify business development opportunities across a defined geographic region.

Qualifications

• Experience in consultative selling within financial services is preferred.
• Ability to build relationships with decision-makers and influencers.
• Strong communication and customer-facing skills.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve customer problems.
• Develop and implement a relationship management plan for potential accounts.
• Enter relevant information into the CRM after each contact to support retention and development.
• Clarify customer needs and tailor materials for presentations to decision-makers.
• Monitor sales and market data to identify areas for business development.
• Represent the organization at business sector events and build a network within the sector.
• Conduct research to enable analysis of key themes and trends using primary data sources.

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 recruiting for a customer-focused sales role within its financial services network. You will engage with customers, identify opportunities for new business, and support retention by handling complex queries and providing quality service.

The role emphasizes relationship building with decision-makers, CRM data entry after each contact, and ongoing market data analysis to identify business development opportunities across a defined geographic region.