Strategic Financial Advisor & Client Growth Partner

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

Job summary

A leading financial services company in Kroonstad, Free State, is seeking individuals to provide product advice and quality service to customers. Responsibilities include developing customer relationships, analyzing market data, and ensuring effective communication within the organization. The ideal candidates will have a High School education and strong skills in consultative selling and customer service. This position offers a competitive environment for growth and development.

Responsibilities

• Provides advice on a specific range of products and is accountable for results.
• Delivers quality service to customers and manages new business opportunities.
• Analyzes problems to find effective solutions.
• Assists visitors and handles information requests.
• Schedules actions and logs customer interactions in the CRM system.
• Sets clear objectives for sales calls and tailors presentations.
• Implements relationship management for customer accounts.
• Understands policies and regulatory standards to ensure compliance.
• Monitors market data to identify business development opportunities.
• Builds networks and represents the organization at events.
• Conducts research and analyzes key themes using 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

High School (Grade 12)

Job description

A leading financial services company in Kroonstad, Free State, is seeking individuals to provide product advice and quality service to customers. Responsibilities include developing customer relationships, analyzing market data, and ensuring effective communication within the organization. The ideal candidates will have a High School education and strong skills in consultative selling and customer service. This position offers a competitive environment for growth and development.