Strategic Financial Advisor | Client Growth & Solutions

oldmutual; Bloemfontein; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused role in Bloemfontein to advise on a range of products, support retention and secure new business. You will handle inquiries, manage CRM data, and develop relationships with decision-makers to drive regional growth.

The role emphasizes consultative selling, understanding client needs, and effective communication to identify opportunities for growth within the assigned market.

Qualifications

• Qualifications include NQF Level 5 or higher or an equivalent certificate.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolve customer problems.
• Analyze specific problems and issues to find the best solutions.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Schedule follow-up actions and enter information into the CRM system to enable retention and business development.
• Set objectives for each sales call and tailor materials to decision-makers and influencers.
• Develop and implement a relationship management plan for potential accounts.

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-focused role in Bloemfontein to advise on a range of products, support retention and secure new business. You will handle inquiries, manage CRM data, and develop relationships with decision-makers to drive regional growth.

The role emphasizes consultative selling, understanding client needs, and effective communication to identify opportunities for growth within the assigned market.