Strategic Financial Advisor — Client Growth & Solutions

oldmutual; Upington; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual South Africa is seeking a driven sales professional to advise clients on a range of financial products for a designated market. You will be responsible for delivering excellent customer service, identifying growth opportunities, and maintaining accurate CRM information.

The role emphasizes relationship building, prospecting within the business sector, and ensuring compliance with company policies while achieving sales targets in a dynamic environment.

Qualifications

• Matriculation Certificate is required.
• Experience in sales is advantageous.
• Strong communication and customer-focused approach is essential.

Responsibilities

• Provide advice on a range of products to an allocated market and achieve results through individual effort.
• Deliver quality customer service while identifying opportunities to secure new business or support retention.
• Maintain CRM data by scheduling follow-up actions and recording contact details for effective customer retention and business development.

Skills

Building Trust

Consultative Selling

Customer-Focused

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa is seeking a driven sales professional to advise clients on a range of financial products for a designated market. You will be responsible for delivering excellent customer service, identifying growth opportunities, and maintaining accurate CRM information.

The role emphasizes relationship building, prospecting within the business sector, and ensuring compliance with company policies while achieving sales targets in a dynamic environment.