Strategic Financial Advisor — Consultative Growth

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

Job summary

A leading financial services provider is seeking a professional to join its customer service team in Johannesburg, South Africa. The role requires providing high-quality service while identifying sales opportunities and building customer relationships. Candidates must possess NQF Level 5 or equivalent qualifications and have strong consultative selling skills. Tasks include analyzing customer needs, maintaining CRM data, and developing tailored strategies for client engagement. The ideal candidate is proactive, customer-focused, and results-driven.

Qualifications

• Experience in consulting on products tailored to specific markets.
• Ability to manage customer relationships and develop sales strategies.
• Knowledge of company policies and regulatory standards.

Responsibilities

• Provide quality service to customers and seek new business.
• Analyze problems to find effective solutions.
• Manage customer interactions and maintain accurate CRM entries.
• Develop and implement a relationship management plan.
• Monitor market data for business development opportunities.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Directional Selling

Identifying Sales Opportunities

Oral Communications

Education

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

Job description

A leading financial services provider is seeking a professional to join its customer service team in Johannesburg, South Africa. The role requires providing high-quality service while identifying sales opportunities and building customer relationships. Candidates must possess NQF Level 5 or equivalent qualifications and have strong consultative selling skills. Tasks include analyzing customer needs, maintaining CRM data, and developing tailored strategies for client engagement. The ideal candidate is proactive, customer-focused, and results-driven.