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Salaried Financial Advisor
Old Mutual South Africa
Khâi-Ma Local Municipality
Presencial
ZAR 300.000 - 400.000
Tempo integral
Há 30+ dias

Resumo da oferta

A leading financial services provider is looking for a dedicated individual to provide customer service and develop business relationships. The ideal candidate must hold a Grade 12 qualification and have at least 3 years of sales experience. Responsibilities include analyzing customer needs and operational compliance. Strong communication skills and a valid driver's license are required for this on-site role based in Khâi-Ma Local Municipality.

Qualificações

  • Grade 12 (Matric) is required.
  • FAIS Compliance is necessary.
  • Minimum of 3 years of experience in sales is preferred.

Responsabilidades

  • Provide quality service to customers in securing new business.
  • Analyze specific problems and find the best solutions.
  • Develop a relationship management plan for potential accounts.

Conhecimentos

Building Trust
Consultative Selling
Customer-Focused
Customer Service
Sales Data Management
Presentation Skills
Communication Skills

Formação académica

NQF Level 5 or equivalent

Ferramentas

MS Word
PowerPoint
Outlook
Descrição da oferta de emprego
Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

Customer Service

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Solutions Analysis

Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Operational Compliance

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Business Development

Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Sales Opportunities Creation

Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Data Exploration

Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

Network of Influence

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Requirements: Skills, Qualifications and Experience required

  • Grade 12 (Matric).
  • Valid Driver’s licence and Own Car
  • FAIS Compliance
  • Clear criminal and credit check
  • Minimum of 3 years working experience (preferably in sales)
  • Computer literacy (MS Word, Powerpoint and Outlook)
  • Excellent communication skills (written and verbal)
  • Presentations skills an added advantage

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

Competencies

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

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

Closing Date

30 December 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!
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