Strategic Financial Advisor & Client Growth Partner

oldmutual; Vryburg; On-site; ZAR 260,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-oriented professional to deliver quality service, identify new business opportunities and support client retention. The role emphasizes CRM data upkeep, needs clarification, and relationship development within a defined market.

Responsibilities include handling inquiries, processing cases, and collaborating with stakeholders to drive business development while ensuring compliance with company policies and regulatory codes.

Qualifications

• Experience in customer service and consultative selling is preferred
• Ability to understand and clarify customer needs and translate them into opportunities
• Familiarity with CRM systems and data entry for follow-up actions

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention
• Process cases and resolve complex queries
• Analyze problems to find solutions (technical or professional)
• Receive visitors and assist with information requests
• Enter data into CRM to enable effective customer retention and business development
• Clarify customer needs and tailor presentations for decision-makers
• Develop relationship management plans to identify and build key decision-maker relationships
• Ensure compliance with organizational policies and regulatory codes
• Monitor market data to identify regional business development opportunities
• Create sales opportunities by building a network within the business sector
• Conduct data exploration to derive key themes and trends
• Engage in networking to leverage influence within and outside the company

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 South Africa is seeking a customer-oriented professional to deliver quality service, identify new business opportunities and support client retention. The role emphasizes CRM data upkeep, needs clarification, and relationship development within a defined market.

Responsibilities include handling inquiries, processing cases, and collaborating with stakeholders to drive business development while ensuring compliance with company policies and regulatory codes.