Strategic Financial Advisor & Growth Partner

Old Mutual; Klerksdorp; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in Klerksdorp, South Africa, is recruiting a sales professional to advise on a defined range of products to a designated market. You will provide quality customer service, identify new business opportunities, and manage relationships to support retention and growth.

You will analyze problems, tailor presentations to decision-makers, and drive business development while ensuring compliance with company policies.

Qualifications

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Must be accountable for achieving results through own efforts.
• Ability to analyze customer needs and tailor presentations to decision-makers.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Handle cases, resolve complex queries, and investigate customer problems when needed.
• Analyze issues to find best solutions, which could be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter call data into the CRM after each contact to enable effective retention and development activities.
• Clarify customer needs, tailor presentations to decision-makers, and gather information to evaluate interest.
• Develop and implement a relationship management plan to identify and build relationships with decision-makers.
• Understand and apply organizational policies to ensure compliance and seek authorization for exceptions.
• Monitor sales and market data to identify areas for business development in a geographic region.
• Develop a network within the business sector and represent the organization at events to gather market intelligence.
• Conduct research and use primary data sources and BI tools for trend analysis.
• Demonstrate how networking adds value across internal and external networks.
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Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Qualifying Prospects

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Identifying Sales Opportunities

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

CRM software

Business Intelligence tools

Job description

Old Mutual in Klerksdorp, South Africa, is recruiting a sales professional to advise on a defined range of products to a designated market. You will provide quality customer service, identify new business opportunities, and manage relationships to support retention and growth.

You will analyze problems, tailor presentations to decision-makers, and drive business development while ensuring compliance with company policies.