Strategic Financial Advisor & Relationship Builder

Old Mutual South Africa; Gqeberha; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Gqeberha is seeking candidates for a role to provide product advice and customer support. The ideal candidate should have a Grade 12 qualification, FAIS compliance, and at least 3 years of experience in sales. Responsibilities include customer service, solutions analysis, and relationship management. Strong communication and presentation skills are essential. This role offers opportunities for business development within a dynamic team environment.

Qualifications

• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• Clear criminal and credit check.
• Minimum of 3 years working experience (preferably in sales).
• Excellent communication skills (written and verbal).
• Presentation skills an added advantage.

Responsibilities

• Provide quality service to customers while identifying new business opportunities.
• Analyze specific problems to find effective solutions.
• Schedule follow-up actions and manage CRM data.
• Develop and implement relationship management plans.

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

Tools

MS Word

PowerPoint

Outlook

Job description

A leading financial services company in Gqeberha is seeking candidates for a role to provide product advice and customer support. The ideal candidate should have a Grade 12 qualification, FAIS compliance, and at least 3 years of experience in sales. Responsibilities include customer service, solutions analysis, and relationship management. Strong communication and presentation skills are essential. This role offers opportunities for business development within a dynamic team environment.