Strategic Financial Advisor & Relationship Builder

oldmutual; Giyani; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual in South Africa invites applications for a role focused on advising customers within a defined product range and achieving sales targets through proactive service, CRM data management, and relationship building.

The role emphasizes customer needs clarification, prospecting, and business development, with emphasis on compliance and network development across a regional market.

Qualifications

• Grade 12 (Matric) and relevant qualifications required by FAIS compliance.
• NQF Level 5 qualification or equivalent is required.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions, which could be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter relevant information into the CRM to enable effective customer retention and business development.
• Develop and implement a relationship management plan to identify and build relationships with decision-makers.
• Monitor and assess sales and market data for a geographic region to identify areas for development.
• Represent the organization at business sector events to grow visibility and reputation.

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

Grade 12 (Matric)

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

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual in South Africa invites applications for a role focused on advising customers within a defined product range and achieving sales targets through proactive service, CRM data management, and relationship building.

The role emphasizes customer needs clarification, prospecting, and business development, with emphasis on compliance and network development across a regional market.