Strategic Financial Advisor & Client Growth

Old Mutual Limited; Vryburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a customer-focused sales professional who can advise clients on a range of financial products. You will build relationships, handle inquiries, and use CRM data to identify opportunities, supporting retention and growth within a defined market.

The role emphasizes consultative selling, strong service, and compliance with regulatory standards. Providing solutions, qualifying prospects, and developing a network of influence within the customer

Qualifications

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

Responsibilities

• Provide advice on a range of products to a defined market and achieve results.
• Deliver quality customer service while identifying opportunities for new business or retention.
• Analyze problems to find the best technical or professional solutions.
• Update CRM with follow-up actions to support retention and growth.
• Develop relationships with decision-makers and influencers for two-way information flow.
• Develop relationships with potential customer accounts to enable effective two-way information flow.
• Ensure knowledge of policies and regulatory codes and obtain supervisor approval for exceptions from mandatory procedures.
• Monitor sales and market data to identify areas for development.
• Build a personal network within the business sector and represent the organization at events.
• Conduct research and analyse data to support business intelligence.

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 in South Africa is seeking a customer-focused sales professional who can advise clients on a range of financial products. You will build relationships, handle inquiries, and use CRM data to identify opportunities, supporting retention and growth within a defined market.

The role emphasizes consultative selling, strong service, and compliance with regulatory standards. Providing solutions, qualifying prospects, and developing a network of influence within the customer