Strategic Financial Advisor & Relationship Builder

oldmutual; Port Alfred; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual seeks a customer-focused salesperson to advise on a range of products and develop lasting customer relationships in a target market. You will manage CRM data, identify sales opportunities, and support business development while ensuring compliant procedures.

The role emphasizes relationship building, prospecting, and delivering quality customer service within a regulated environment. Open to motivated professionals in the Eastern Cape region.

Qualifications

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

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze problems 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 system to enable effective customer retention and business development.

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

Job description

Old Mutual seeks a customer-focused salesperson to advise on a range of products and develop lasting customer relationships in a target market. You will manage CRM data, identify sales opportunities, and support business development while ensuring compliant procedures.

The role emphasizes relationship building, prospecting, and delivering quality customer service within a regulated environment. Open to motivated professionals in the Eastern Cape region.