Strategic Financial Advisor – Consultative Sales & Growth

Old Mutual South Africa; Gqeberha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to deliver exceptional service, identify opportunities for new business, and support client retention within a defined market. You will analyze issues, resolve inquiries, and manage follow-ups in the CRM system to ensure data quality and effective business development.

The role involves engaging visitors, clarifying customer needs, and contributing to relationship development and market insights while complying with

Qualifications

• NQF Level 5 qualification or equivalent.
• Experience in customer service or sales environment is advantageous.
• Ability to gather information, ask relevant questions and tailor approaches.

Responsibilities

• Provide quality customer service and identify opportunities to secure new business or support retention.
• Analyze specific problems to find technical or professional solutions.
• Receive visitors and assist with information requests, referring complex matters to colleagues.

Education

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

Job description

Old Mutual South Africa is seeking a customer-focused professional to deliver exceptional service, identify opportunities for new business, and support client retention within a defined market. You will analyze issues, resolve inquiries, and manage follow-ups in the CRM system to ensure data quality and effective business development.

The role involves engaging visitors, clarifying customer needs, and contributing to relationship development and market insights while complying with