Strategic Financial Advisor — Growth & Relationships

Old Mutual South Africa; Durban; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Old Mutual South Africa in Durban is looking for a dedicated individual to provide advice and service to clients regarding a specific range of products. The ideal candidate must have at least 3 years of sales experience, exemplary communication skills, and computer literacy.

Responsibilities include managing customer relationships, analyzing sales data, and ensuring operational compliance. This role suits a driven person committed to achieving results.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid Driver’s license and Own Car.
• FAIS Compliance required.
• Excellent written and verbal communication skills.

Responsibilities

• Provide quality service to customers and process cases.
• Analyze specific problems and find the best solutions.
• Schedule follow-up actions and enter information into the CRM system.
• Develop and implement a relationship management plan for customer accounts.

Skills

Building Trust

Customer Service

Identifying Sales Opportunities

Consultative Selling

Strategic Selling

Education

Grade 12 (Matric)

NQF Level 5 - High, Advance, or Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual South Africa in Durban is looking for a dedicated individual to provide advice and service to clients regarding a specific range of products. The ideal candidate must have at least 3 years of sales experience, exemplary communication skills, and computer literacy.

Responsibilities include managing customer relationships, analyzing sales data, and ensuring operational compliance. This role suits a driven person committed to achieving results.