Strategic Financial Advisor & Relationship Builder

Old Mutual; Upington; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual is seeking a results-driven sales advisory professional to serve a defined market segment with a focus on customer service, cross-selling, and retention. The role emphasizes relationship-building, needs assessment, and proactive outreach to decision-makers.

You will gather market intelligence, manage follow-ups in the CRM, and contribute to business development through effective networking and data-driven insights.

Qualifications

• Experience in delivering customer-focused sales advice.
• Ability to identify opportunities and build long-term relationships.
• Strong communication and problem-solving skills.

Responsibilities

• Provide quality service to customers and secure new business or retain clients.
• Process cases, handle complex queries, and resolve customer problems.
• Schedule follow-ups and maintain CRM data for accurate insights.
• Clarify customer needs and tailor presentations for decision-makers.
• Develop a relationship management plan for key accounts.
• Ensure adherence to organizational policies and regulatory codes.

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

Matriculation Certificate

Tools

CRM Software

Job description

Old Mutual is seeking a results-driven sales advisory professional to serve a defined market segment with a focus on customer service, cross-selling, and retention. The role emphasizes relationship-building, needs assessment, and proactive outreach to decision-makers.

You will gather market intelligence, manage follow-ups in the CRM, and contribute to business development through effective networking and data-driven insights.