Strategic Financial Advisor & Client Relationships

Old Mutual; Makhanda; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A prominent financial services organization in South Africa is seeking a dedicated individual to provide customer service and manage relationships while driving sales. The ideal candidate will have at least 3 years of sales experience, be FAIS compliant, and possess excellent communication skills. This position offers an opportunity to grow in a dynamic environment where strategic thinking and interpersonal skills are essential.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid Driver’s license and own car.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• Clear criminal and credit check.
• Excellent communication skills both written and verbal.
• Presentation skills are an added advantage.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze specific problems and find the best solutions.
• Manage CRM data and schedule follow-up actions.
• Develop and implement a relationship management plan.

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

Grade 12 (Matric)

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

Tools

MS Word

PowerPoint

Outlook

Job description

A prominent financial services organization in South Africa is seeking a dedicated individual to provide customer service and manage relationships while driving sales. The ideal candidate will have at least 3 years of sales experience, be FAIS compliant, and possess excellent communication skills. This position offers an opportunity to grow in a dynamic environment where strategic thinking and interpersonal skills are essential.