Strategic Financial Advisor: Growth & Client Solutions

oldmutual; Mthatha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa in the Eastern Cape is seeking a proactive sales and customer service professional. You will advise on a range of financial products, manage client relationships, and contribute to new business opportunities.

Responsibilities include handling customer inquiries, CRM data entry, prospecting, presenting to decision-makers, ensuring compliance, and building a robust network while delivering quality service.

Qualifications

• Grade 12 (Matric).
• Valid Driver's licence and Own Car
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
• 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

• Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Solutions Analysis: Analyze specific problems and issues to find the best solutions, technical or professional.
• Receiving Visitors: Receive visitors and assist with requests for information, referring complex matters to colleagues.
• CRM Data: Schedule follow‑up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan.
• Customer Needs Clarification: Set clear objectives for each sales call or meeting and tailor materials for decision-makers.
• Customer Relationship Development / Prospecting: Develop plans to identify and build relationships with relevant decision-makers.
• Operational Compliance: Understand organizational policies and relevant regulatory codes; obtain supervisor authorization for exceptions.
• Business Development: Monitor sales and market data to identify areas for development.
• Sales Opportunities Creation: Build a network and represent the organization at events to gain market visibility.
• Data Exploration: Research and analyze data from primary sources and BI tools.

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 in the Eastern Cape is seeking a proactive sales and customer service professional. You will advise on a range of financial products, manage client relationships, and contribute to new business opportunities.

Responsibilities include handling customer inquiries, CRM data entry, prospecting, presenting to decision-makers, ensuring compliance, and building a robust network while delivering quality service.