Strategic Financial Advisor - Client Growth & Solutions

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

Job summary

A leading South African financial services provider seeks a motivated individual to provide customer service and drive business development in Polokwane. The role requires Grade 12 and an FSCA-approved qualification, along with skills in consultative selling and strategic relationship management. Successful candidates will focus on enhancing customer relationships and identifying new sales opportunities. This position promises a collaborative environment and a strong commitment to professional development.

Qualifications

• Grade 12 (Matric) is required.
• FSCA Approved Qualification is necessary.
• FAIS Compliance is essential.
• Technical experience with long-term insurance is critical.
• Valid driver's license and own car required.

Responsibilities

• Provide quality customer service while identifying new business opportunities.
• Analyze specific problems to find the best solutions.
• Schedule follow-up actions and maintain CRM data.
• Develop and implement a relationship management plan for potential accounts.
• Monitor market data to identify business opportunities.

Skills

Building Trust

Consultative Selling

Customer Focused

Customer Service

Identifying Sales Opportunities

Strategic Selling

Education

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

Job description

A leading South African financial services provider seeks a motivated individual to provide customer service and drive business development in Polokwane. The role requires Grade 12 and an FSCA-approved qualification, along with skills in consultative selling and strategic relationship management. Successful candidates will focus on enhancing customer relationships and identifying new sales opportunities. This position promises a collaborative environment and a strong commitment to professional development.