Strategic Financial Advisor: Grow Client Relationships

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

Job summary

A leading financial services company in KwaZulu-Natal seeks a dedicated sales professional to provide products advice, ensure compliance, and develop customer relationships. Candidates must have at least 3 years of sales experience, strong communication skills, and a valid driver's license. The successful applicant will be accountable for achieving sales results and developing business opportunities. This role presents potential for career growth in an organization committed to the African opportunity.

Qualifications

• Grade 12 (Matric) is a minimum requirement.
• Valid Driver’s licence and own car are essential.
• FAIS Compliance is mandatory.
• Clear criminal and credit checks are necessary.
• Minimum of 3 years working experience, preferably in sales.
• Computer literacy in MS Word, PowerPoint, and Outlook is essential.
• Excellent verbal and written communication skills are expected.

Responsibilities

• Provide quality service to customers while identifying opportunities for new business.
• Analyze specific problems to find the best solutions.
• Schedule follow-up actions and maintain accurate CRM data.
• Develop relationship management plans for potential customer accounts.
• Monitor and assess market data to identify business development opportunities.
• Conduct research to analyze key themes and trends.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

A leading financial services company in KwaZulu-Natal seeks a dedicated sales professional to provide products advice, ensure compliance, and develop customer relationships. Candidates must have at least 3 years of sales experience, strong communication skills, and a valid driver's license. The successful applicant will be accountable for achieving sales results and developing business opportunities. This role presents potential for career growth in an organization committed to the African opportunity.