Strategic Financial Advisor: Relationship & Growth

Old Mutual South Africa; Rustenburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company seeks a customer-focused candidate in Rustenburg for a role emphasizing customer service, business development, and relationship management. The candidate will be responsible for analyzing customer needs and collaborating with teams to deliver solutions. Relevant qualifications include NQF Level 5 or equivalent. This position offers opportunities for professional growth and engagement in community-focused initiatives.

Responsibilities

• Provide quality service to customers while securing new business.
• Analyze problems to find effective solutions.
• Schedule follow-up actions and manage CRM data.
• Develop and implement a relationship management plan for customer accounts.
• Monitor and assess sales and market data 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

Job description

A leading financial services company seeks a customer-focused candidate in Rustenburg for a role emphasizing customer service, business development, and relationship management. The candidate will be responsible for analyzing customer needs and collaborating with teams to deliver solutions. Relevant qualifications include NQF Level 5 or equivalent. This position offers opportunities for professional growth and engagement in community-focused initiatives.