Strategic Financial Advisor — Growth & Relationships

Old Mutual; Bhisho; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Bhisho is seeking a professional to provide advice on products, drive sales, and enhance customer relationships. The ideal candidate has a Grade 12 qualification, a valid driver's license, and at least 3 years of sales experience. The role offers a basic salary of R7000 plus performance bonuses. Interested candidates should apply before the closing date of 29 April 2027.

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).

Responsibilities

• Provide quality service to customers while identifying opportunities for new business.
• Analyze specific problems and find the best solutions.
• Schedule follow-up actions and enter relevant information into the CRM system.
• Develop and implement a relationship management plan for potential customer accounts.
• Monitor and assess sales and market data for business development.
• Develop a personal network within the business sector.

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

Tools

MS Word

PowerPoint

Outlook

Job description

A financial services company in Bhisho is seeking a professional to provide advice on products, drive sales, and enhance customer relationships. The ideal candidate has a Grade 12 qualification, a valid driver's license, and at least 3 years of sales experience. The role offers a basic salary of R7000 plus performance bonuses. Interested candidates should apply before the closing date of 29 April 2027.