Strategic Financial Advisor: Grow Client Relationships

Old Mutual South Africa; Mahikeng; On-site; ZAR 170,000 - 250,000; Full time

Job summary

Old Mutual South Africa is seeking a sales-oriented professional to provide advice on a range of financial products to a designated market. You will build relationships, analyze client needs, and collaborate with colleagues to secure new business while supporting retention.

The role emphasizes CRM data management, opportunity identification, and proactive customer engagement. A strong emphasis on compliance and ethical selling is expected.

Qualifications

• NQF Level 5 or higher is required.
• Experience in consultative selling and customer relationship management is advantageous.
• Knowledge of regulatory and compliance standards in financial services.

Responsibilities

• Provide quality customer service while identifying opportunities to secure new business or support retention.
• Analyze problems to find technical or professional solutions.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Update CRM data with follow-up actions and call plans to enable retention and business development.
• Develop and implement relationship plans for potential customer accounts to engage decision-makers.
• Ensure adherence to organizational policies and regulatory codes.

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

Job description

Old Mutual South Africa is seeking a sales-oriented professional to provide advice on a range of financial products to a designated market. You will build relationships, analyze client needs, and collaborate with colleagues to secure new business while supporting retention.

The role emphasizes CRM data management, opportunity identification, and proactive customer engagement. A strong emphasis on compliance and ethical selling is expected.