Strategic Financial Advisor - Growth & Client Impact

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

Job summary

A leading financial services firm in Upington seeks an experienced professional to provide customer advice, develop sales opportunities, and enhance client relationships. The ideal candidate will have a Matriculation Certificate and strong consultative selling skills, focusing on delivering exceptional customer service. This role emphasizes compliance with organizational policies and business development strategies.

Qualifications

• Matriculation Certificate (Matric) is required.
• Proven ability in consultative selling is essential.
• Strong customer focus and relationship-building skills are critical.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze problems to find the best solutions for clients.
• Develop and implement a relationship management plan for potential accounts.
• Ensure compliance with organizational policies and industry regulations.
• Monitor sales and market data to identify opportunities for business development.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Sales Data Management

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

A leading financial services firm in Upington seeks an experienced professional to provide customer advice, develop sales opportunities, and enhance client relationships. The ideal candidate will have a Matriculation Certificate and strong consultative selling skills, focusing on delivering exceptional customer service. This role emphasizes compliance with organizational policies and business development strategies.