Strategic Financial Advisor & Client Growth Champion

Old Mutual; Phalaborwa; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Phalaborwa seeks a dynamic advisor to provide expert guidance on a range of products. The role focuses on relationship management, offering superior customer service, and pursuing new business opportunities. Candidates should possess at least three years of relevant sales experience, a valid driver’s license, and strong communication skills. This position also emphasizes compliance with regulations and maintaining high standards of operational excellence.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid Driver's licence and Own Car.
• FAIS Compliance required.
• Clear criminal and credit check necessary.

Responsibilities

• Provide advice on a specific range of products to achieve results.
• Develop and implement a relationship management plan for customers.
• Deliver quality service to customers and support retention efforts.
• Analyze problems and provide effective solutions.
• Monitor and assess sales and market data.

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

Grade 12 (Matric)

NQF Level 5 - Higher, Advance or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services company in Phalaborwa seeks a dynamic advisor to provide expert guidance on a range of products. The role focuses on relationship management, offering superior customer service, and pursuing new business opportunities. Candidates should possess at least three years of relevant sales experience, a valid driver’s license, and strong communication skills. This position also emphasizes compliance with regulations and maintaining high standards of operational excellence.