Strategic Financial Advisor & Relationship Builder

Old Mutual South Africa; Emfuleni Local Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in South Africa is looking for a Sales Consultant who will be accountable for providing excellent service to customers and identifying new business opportunities. The ideal candidate needs to have at least 3 years of sales experience, strong communication skills, and a valid driver’s license. This position requires proactive engagement with clients and ensuring compliance with regulatory standards.

Qualifications

• Grade 12 (Matric) is required.
• Valid Driver’s licence and Own Car are necessary.
• FAIS Compliance is mandatory.
• Clear criminal and credit check is required.
• A minimum of 3 years working experience (preferably in sales).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide quality service to customers and support new business opportunities.
• Analyze specific customer problems and find appropriate solutions.
• Manage customer relationships by developing a plan to build connections.
• Schedule follow-up actions and maintain CRM data for engagement.
• Monitor sales and market data to identify business development areas.

Skills

Building Trust

Customer-Focused

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

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

Tools

MS Word

Powerpoint

Outlook

Job description

A leading financial services firm in South Africa is looking for a Sales Consultant who will be accountable for providing excellent service to customers and identifying new business opportunities. The ideal candidate needs to have at least 3 years of sales experience, strong communication skills, and a valid driver’s license. This position requires proactive engagement with clients and ensuring compliance with regulatory standards.