Strategic Financial Advisor & Relationship Builder

Old Mutual South Africa; Noord-Kaap; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Old Mutual South Africa invites applications for a sales-oriented role focused on advising a defined market across a range of products. You will manage customer relationships, analyze needs, and drive business development through strong CRM use and proactive prospecting.

You will engage with decision-makers, tailor presentations, and work within regulatory guidelines to achieve targets and enhance customer satisfaction. The role emphasizes relationship-building and data-driven sales strategies.

Qualifications

• Provides advice on a specific range of products to a defined market.
• Identify opportunities to secure new business or support retention.
• Process cases, deal with complex queries and resolve customer problems.
• Analyze problems to find best technical or professional solutions.
• Maintain CRM data with follow-up actions and call plans to enable retention and development.
• Set objectives for sales calls and tailor materials for decision-makers.
• Develop relationship plans for potential accounts and build key stakeholder networks.
• Understand and follow organizational policies and relevant regulatory codes.
• Monitor sales and market data to identify growth opportunities within a region.
• Represent the organization at business sector events and network effectively.

Responsibilities

• Provide customer service and handle inquiries and issues.
• Build and maintain customer relationships and data in CRM.
• Identify and pursue sales opportunities and new business.

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 Qualification

Job description

Old Mutual South Africa invites applications for a sales-oriented role focused on advising a defined market across a range of products. You will manage customer relationships, analyze needs, and drive business development through strong CRM use and proactive prospecting.

You will engage with decision-makers, tailor presentations, and work within regulatory guidelines to achieve targets and enhance customer satisfaction. The role emphasizes relationship-building and data-driven sales strategies.