Strategic Financial Advisor & Relationship Builder

oldmutual; Mokopane; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual in South Africa seeks a driven sales professional to provide advice on a range of financial products to a defined market, and to achieve results through personal effort while delivering exceptional customer service.

You will manage customer relationships, analyze needs, schedule follow-ups in the CRM, and develop opportunities through proactive prospecting, networking, and business development across a geographic region.

Qualifications

• Grade 12 and FAIS compliance required.
• Minimum of 3 years working experience in sales.
• Valid Driver's licence and own car.
• Computer literacy (MS Word, PowerPoint and Outlook) and strong communication skills.

Responsibilities

• Provide quality customer service and identify opportunities to secure new business or support retention.
• Analyze problems to find best solutions, technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter CRM data after each contact to enable effective customer retention and business development.
• Set objectives for each sales call, tailor materials for decision-makers, and qualify customer interest.
• Develop and implement a relationship management plan to identify and build key accounts.
• Understand and comply with organizational policies and regulatory codes.
• Monitor and assess sales/mkt data to identify regions for business development.
• Develop personal networks within the business sector and present at sector events.
• Conduct research to analyze key themes and trends using primary data sources and BI tools.
• Demonstrate understanding of networking value by engaging with internal/external networks.

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

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

Grade 12 (Matric)

FAIS Compliance

Clear criminal and credit check

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual in South Africa seeks a driven sales professional to provide advice on a range of financial products to a defined market, and to achieve results through personal effort while delivering exceptional customer service.

You will manage customer relationships, analyze needs, schedule follow-ups in the CRM, and develop opportunities through proactive prospecting, networking, and business development across a geographic region.