Strategic Financial Advisor & Client Growth Lead

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

Job summary

A leading financial organization in South Africa is seeking a motivated advisor to provide quality service and develop customer relationships. Your role will involve analyzing customer needs, providing tailored solutions, and monitoring market data for business opportunities. Ideal candidates should have a Grade 12 qualification, relevant experience in sales, and strong communication skills. This position offers opportunities for business development and a collaborative environment.

Qualifications

• Valid Driver’s licence and own car required.
• FAIS compliance is essential.
• Minimum of 3 years working experience in sales is preferred.
• Computer literacy in MS Word, PowerPoint, and Outlook is necessary.
• Excellent communication skills (written and verbal) are required.

Responsibilities

• Provide quality service to customers, identifying new business opportunities.
• Analyze and resolve customer problems.
• Develop a relationship management plan for potential customer accounts.
• Monitor sales and market data to identify areas for business development.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Education

Grade 12 (Matric)

NQF Level 5 - Higher Certificate or equivalent

Job description

A leading financial organization in South Africa is seeking a motivated advisor to provide quality service and develop customer relationships. Your role will involve analyzing customer needs, providing tailored solutions, and monitoring market data for business opportunities. Ideal candidates should have a Grade 12 qualification, relevant experience in sales, and strong communication skills. This position offers opportunities for business development and a collaborative environment.