Strategic Financial Advisor — Grow Client Relationships

Old Mutual South Africa; Tzaneen; On-site; ZAR 300 000 - 400 000; Full time

Job summary

Old Mutual South Africa seeks a dedicated Sales Advisor to provide exceptional customer service and support business development. Responsibilities include analyzing issues, managing customer relationships, and identifying new sales opportunities. Candidates should possess a Grade 12 education, a valid driver's license, and three years of sales experience. The position allows for business growth and requires strong communication and analytical skills, alongside a commitment to customer satisfaction.

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 a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
• Develop and implement a relationship management plan for potential customer accounts.
• Monitor and assess sales and market data for business development.
• Develop a personal network within the business sector.

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 seeks a dedicated Sales Advisor to provide exceptional customer service and support business development. Responsibilities include analyzing issues, managing customer relationships, and identifying new sales opportunities. Candidates should possess a Grade 12 education, a valid driver's license, and three years of sales experience. The position allows for business growth and requires strong communication and analytical skills, alongside a commitment to customer satisfaction.