Strategic Financial Advisor: Build Trust & Growth

Old Mutual Limited; Benoni; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited is seeking a sales-focused professional to deliver product advice to a defined market and drive new business while supporting client retention. You will manage customer interactions, analyze needs, and build strong relationships with decision-makers and influencers within client organizations.

The role emphasizes CRM data entry, proactive prospecting, and compliance with organizational policies.

Qualifications

• Experience in customer service and sales within financial services.
• Ability to identify sales opportunities and build relationships.
• Familiarity with CRM systems and data management.

Responsibilities

• Provide quality customer service and identify opportunities to secure new business or support retention.
• Analyze problems to find the best solutions, which may be technical or professional in nature.
• Receive visitors and assist with information requests, routing complex matters to colleagues as needed.
• Record follow-up actions in the CRM after each contact to enable effective retention and business development.
• Set clear objectives for each sales call or meeting; tailor materials for decision-makers and influencers; gather information to assess interest.
• Develop and implement a relationship management plan to identify and build relationships with key decision-makers for two-way information flow.
• Understand and apply organizational policies to ensure compliance; obtain supervisor authorization for exceptions.
• Monitor sales and market data for a geographic region to identify new business opportunities.
• Create a personal network and represent the organization at events to gain market intelligence and visibility.
• Conduct research to enable analysis of themes and trends using primary data sources.
• Demonstrate value of networking within a broad professional ecosystem.

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 Limited is seeking a sales-focused professional to deliver product advice to a defined market and drive new business while supporting client retention. You will manage customer interactions, analyze needs, and build strong relationships with decision-makers and influencers within client organizations.

The role emphasizes CRM data entry, proactive prospecting, and compliance with organizational policies.