Strategic Financial Advisor & Client Relationship Builder

Old Mutual Limited; Boksburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Old Mutual Limited in Gauteng seeks a dynamic sales professional to drive customer acquisition, service quality and business development within assigned markets. You will identify opportunities, manage CRM data, and build lasting relationships with decision-makers while ensuring compliance with regulatory standards.

Responsibilities cover prospecting, account development, data analysis, and cross-functional collaboration to secure new business and retain existing clients in a competitive

Qualifications

• Experience in meeting sales targets and managing customer relationships.
• Ability to interpret data and translate insights into actions.
• Knowledge of sales processes and regulatory compliance is favorable.

Responsibilities

• Provide quality customer service while identifying opportunities to secure new business or support retention.
• Analyze problems to find best solutions, technical or professional.
• Attend to visitors and assist with information requests, routing complex matters.
• Enter CRM data after each contact to support retention and growth activities.
• Set objectives for calls/meetings and tailor materials to decision-makers.
• Develop and implement a relationship management plan for potential accounts.
• Understand policies, procedures, and regulatory codes to ensure compliance.
• Monitor sales and market data for a geographic region to identify growth areas.
• Develop a network within the business sector to enhance visibility and reputation.

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 Limited in Gauteng seeks a dynamic sales professional to drive customer acquisition, service quality and business development within assigned markets. You will identify opportunities, manage CRM data, and build lasting relationships with decision-makers while ensuring compliance with regulatory standards.

Responsibilities cover prospecting, account development, data analysis, and cross-functional collaboration to secure new business and retain existing clients in a competitive