Strategic Financial Advisor: Client Growth & Solutions

Old Mutual South Africa; Noord-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services organization in South Africa is seeking a customer-focused professional to provide product advice and build relationships in the allocated market. Responsibilities include ensuring customer satisfaction, analyzing issues for solutions, and managing sales opportunities. Candidates should have strong sales skills and an NQF Level 5 qualification. This role offers opportunities for career growth and development within a dynamic environment.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business.
• Analyze specific problems and find effective solutions.
• Manage customer relationships and maintain CRM data.
• Develop relationships with key decision-makers in customer organizations.
• Monitor and assess market data to identify business development opportunities.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A financial services organization in South Africa is seeking a customer-focused professional to provide product advice and build relationships in the allocated market. Responsibilities include ensuring customer satisfaction, analyzing issues for solutions, and managing sales opportunities. Candidates should have strong sales skills and an NQF Level 5 qualification. This role offers opportunities for career growth and development within a dynamic environment.