Strategic Financial Advisor: Client Growth & Solutions

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

Job summary

A prominent financial services company in Rustenburg is seeking a dedicated individual to enhance customer relationships and identify sales opportunities. The ideal candidate should possess strong consultative selling skills and a commitment to excellent customer service. Responsibilities include analyzing customer needs, developing relationships, and ensuring compliance with organizational standards. A minimum of NQF Level 5 qualification is required for this role, which presents a chance to contribute to the growth of the business in a dynamic environment.

Responsibilities

• Provide quality service to customers and identify new business opportunities.
• Analyze problems to find the best solutions and assist with requests.
• Schedule follow-up actions and maintain accurate records in CRM.
• Develop relationships with industry decision-makers and influencers.
• Monitor sales and market data to identify business development areas.

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

A prominent financial services company in Rustenburg is seeking a dedicated individual to enhance customer relationships and identify sales opportunities. The ideal candidate should possess strong consultative selling skills and a commitment to excellent customer service. Responsibilities include analyzing customer needs, developing relationships, and ensuring compliance with organizational standards. A minimum of NQF Level 5 qualification is required for this role, which presents a chance to contribute to the growth of the business in a dynamic environment.