Strategic Financial Advisor: Growth & Solutions

Old Mutual South Africa; Welkom; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa in Welkom is seeking a proactive sales and customer service professional to provide advice on a range of products to a defined market and to drive results through their own efforts.

You will handle inquiries, strengthen customer relationships, maintain CRM data, clarify needs, develop prospects, and contribute to business development while ensuring compliance with company policies and regulatory standards.

Qualifications

• High School (Grade 12) is required.
• Experience in sales or customer service is preferred.
• Ability to build relationships and identify opportunities within a defined market.

Responsibilities

• Provide quality customer service while identifying opportunities to secure new business or support retention.
• Handle inquiries, process cases and resolve complex customer problems.
• Analyze problems to find the best solutions, which could be technical or professional in nature.

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

High School (Grade 12)

Job description

Old Mutual South Africa in Welkom is seeking a proactive sales and customer service professional to provide advice on a range of products to a defined market and to drive results through their own efforts.

You will handle inquiries, strengthen customer relationships, maintain CRM data, clarify needs, develop prospects, and contribute to business development while ensuring compliance with company policies and regulatory standards.