Strategic Financial Advisor & Relationship Builder

oldmutual; Noord-Kaap; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Old Mutual South Africa seeks a sales-oriented professional to provide product advice to a defined market and drive retention and growth. Responsibilities include handling inquiries, processing cases, and resolving complex issues while building relationships with decision-makers.

The role emphasizes CRM data accuracy, network development, and proactive opportunity identification within a regulated financial services environment.

Qualifications

• Customer-focused service delivery with opportunities to secure new business or support retention.
• Processing cases and resolving complex queries to improve customer satisfaction.
• Analyzing needs to tailor presentations for decision-makers.

Responsibilities

• Provide advice on a specific range of products to a target market.
• Process cases, handle complex queries, and resolve customer problems.
• Receive visitors and assist with information requests as needed.
• Enter and manage CRM data to enable effective customer retention and business development.
• Clarify customer needs and tailor presentations to decision-makers.
• Develop and implement a relationship management plan for potential accounts to build two-way information flow.
• Monitor sales data and market trends to identify opportunities for business development.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

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

Tools

Sales Software

Job description

Old Mutual South Africa seeks a sales-oriented professional to provide product advice to a defined market and drive retention and growth. Responsibilities include handling inquiries, processing cases, and resolving complex issues while building relationships with decision-makers.

The role emphasizes CRM data accuracy, network development, and proactive opportunity identification within a regulated financial services environment.