Strategic Financial Advisor: Growth & Client Solutions

oldmutual; Botshabelo; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a commercially driven professional to strengthen customer relationships and drive business growth across a defined region. You will handle customer inquiries, develop sales opportunities, and use CRM data to inform follow-up actions and strategic outreach.

The role focuses on consultative selling, needs assessment, and building networks with decision-makers to secure new business while supporting retention across the market.

Qualifications

• NQF Level 5 or higher qualification in a related field.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, investigate and resolve customer problems.
• Analyze problems to find the best solutions, which could be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter CRM data after each contact to create a call plan and enable effective retention and business development.
• Set objectives for each sales call or meeting; tailor materials for decision-makers and influencers; gather information to evaluate interest and needs.
• Develop and implement a relationship management plan to identify and build connections with decision-makers for two-way information flow and issue resolution.
• Learn and apply organizational policies and regulatory codes to ensure compliance; obtain supervisor authorization for exceptions.
• Monitor sales and market data for a geographic region to identify growth opportunities.
• Develop a personal network within the business sector and represent the organization at events to gain market intelligence.
• Conduct research and select relevant information for analysis of key themes using primary data sources and BI tools.
• Demonstrate understanding of networking value by participating in a network of people, technologies, and ideas.

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 commercially driven professional to strengthen customer relationships and drive business growth across a defined region. You will handle customer inquiries, develop sales opportunities, and use CRM data to inform follow-up actions and strategic outreach.

The role focuses on consultative selling, needs assessment, and building networks with decision-makers to secure new business while supporting retention across the market.