Strategic Financial Advisor & Client Growth

Old Mutual; Lebowakgomo; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services company is seeking to hire motivated individuals for a customer-focused role in Lebowakgomo, Limpopo. The successful candidate will provide quality service to clients, identify new business opportunities, and maintain strong customer relationships. Requirements include Grade 12, valid driver’s license, and at least three years of sales experience. This role offers a chance to grow within a dynamic team, emphasizing customer service and relationship management.

Qualifications

• Minimum of 3 years working experience (preferably in sales).
• Valid Driver’s licence and Own Car.
• FAIS Compliance.
• Clear criminal and credit check.
• Excellent communication skills (written and verbal).

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze specific problems and issues to find solutions.
• Schedule follow-up actions and enter relevant information into the CRM.
• Set clear objectives for each sales call or meeting.
• Develop and implement a relationship management plan for potential customer accounts.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strategic Selling

Education

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

Grade 12 (Matric)

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services company is seeking to hire motivated individuals for a customer-focused role in Lebowakgomo, Limpopo. The successful candidate will provide quality service to clients, identify new business opportunities, and maintain strong customer relationships. Requirements include Grade 12, valid driver’s license, and at least three years of sales experience. This role offers a chance to grow within a dynamic team, emphasizing customer service and relationship management.