Strategic Financial Advisor: Grow Relationships & Solutions

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

Job summary

Old Mutual South Africa in Johannesburg is looking for a dedicated professional to provide advice on specific products and ensure customer satisfaction. Your role will involve building trust with clients, analyzing their needs, and managing business development activities.

The successful candidate will have a strong focus on customer service, excellent communication skills, and the ability to identify sales opportunities. A relevant qualification at NQF Level 5 or higher is required.

Qualifications

• Experience in providing customer service and managing client relationships.
• Ability to analyze problems and propose effective solutions.
• Proven track record in a sales environment.

Responsibilities

• Provide quality service and support to customers while identifying new business opportunities.
• Analyze problems to find optimal solutions.
• Manage CRM data and ensure follow-up actions are taken.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

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 in Johannesburg is looking for a dedicated professional to provide advice on specific products and ensure customer satisfaction. Your role will involve building trust with clients, analyzing their needs, and managing business development activities.

The successful candidate will have a strong focus on customer service, excellent communication skills, and the ability to identify sales opportunities. A relevant qualification at NQF Level 5 or higher is required.