Strategic Financial Advisor — Consultative Sales & Growth

oldmutual; Hazyview; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a dynamic sales-focused professional to deliver customer service, identify new business opportunities, and manage key relationships within a designated market. You will handle inquiries, analyse data, and ensure CRM information drives retention and growth.

The role requires Matric, a valid driver's license, FAIS compliance, and 3+ years in sales. Proficiency with MS Word/PowerPoint/Outlook and strong communication are essential.

Qualifications

• Grade 12 (Matric).
• Valid Driver's licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Responsibilities

• Provide quality customer service while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
• Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual South Africa is seeking a dynamic sales-focused professional to deliver customer service, identify new business opportunities, and manage key relationships within a designated market. You will handle inquiries, analyse data, and ensure CRM information drives retention and growth.

The role requires Matric, a valid driver's license, FAIS compliance, and 3+ years in sales. Proficiency with MS Word/PowerPoint/Outlook and strong communication are essential.