Strategic Financial Advisor - Consultative Sales

Old Mutual South Africa; Lephalale; On-site; ZAR 223,200 - 334,800; Full time

Job summary

Old Mutual South Africa is looking for a motivated individual in Lephalale to provide advice on financial products and achieve sales targets. This role involves delivering excellent customer service to secure new business while analyzing and resolving complex queries. Candidates should have a Grade 12 qualification, 3 years of sales experience, and excellent communication skills. A valid driver's license and own vehicle are essential. The position follows the company's Employment Equity Plan, emphasizing the appointment of designated groups.

Qualifications

• Grade 12 (Matric) and valid driver’s licence with own car.
• FAIS compliance and clear criminal check required.
• Minimum of 3 years working experience in sales.
• Excellent written and verbal communication skills.

Responsibilities

• Provide quality customer service and identify new business opportunities.
• Analyze problems to find the best solutions.
• Develop a relationship management plan for potential customer accounts.
• Monitor sales and market data for business development.

Skills

Building trust

Consultative selling

Customer‑focused

Customer service

Direct selling

Identifying sales opportunities

Oral communication

Sales data management

Strategic selling

Education

Grade 12 (Matric)

NQF Level 5 – Higher, Advanced or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual South Africa is looking for a motivated individual in Lephalale to provide advice on financial products and achieve sales targets. This role involves delivering excellent customer service to secure new business while analyzing and resolving complex queries. Candidates should have a Grade 12 qualification, 3 years of sales experience, and excellent communication skills. A valid driver's license and own vehicle are essential. The position follows the company's Employment Equity Plan, emphasizing the appointment of designated groups.