Strategic Financial Advisor: Client Growth & Solutions

oldmutual; Vereeniging; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused sales professional in Gauteng to provide advisory support on a range of products, drive new business opportunities, and strengthen customer relationships through CRM-driven retention strategies.

The role emphasizes consultative selling, data-driven insights, and proactive networking to expand the organisation's market presence. Strong communication and problem-solving skills are essential.

Qualifications

• Customer service oriented role requiring the ability to identify opportunities and secure new business.
• Ability to manage complex queries and resolve problems in a timely manner.
• Familiarity with CRM data entry and call planning to support retention and development.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find best solutions, which could be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter relevant information into the CRM system after each contact to support retention and business development.
• Set clear objectives for sales calls and tailor materials to decision-makers and influencers.
• Develop and implement a relationship management plan to build key customer accounts.
• Ensure compliance with organisational policies and relevant codes of conduct.
• Monitor sales and market data to identify areas for business development.
• Develop a personal network and represent the organisation at sector events.
• Conduct research and extract data to support analysis of trends and themes.
• Demonstrate effective networking with stakeholders inside and outside the company.
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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 sales professional in Gauteng to provide advisory support on a range of products, drive new business opportunities, and strengthen customer relationships through CRM-driven retention strategies.

The role emphasizes consultative selling, data-driven insights, and proactive networking to expand the organisation's market presence. Strong communication and problem-solving skills are essential.