Financial Advisor – Recruitment Pool

Old Mutual Limited

Financial Advisor advising clients on financial products in South Africa's market. Building relationships and developing business opportunities while delivering customer service and solutions.

Posted 5/15/2026full-timeUitenhage • 🇿🇦 South AfricaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Provides advice on a specific range of products to a specific allocated market
Provide a quality service to customers while identifying opportunities to secure new business or support retention
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
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers

Requirements

What you’ll need

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

Benefits

Comp & perks

Customer Service
Solutions Analysis
Receiving Visitors
Customer Relationship Management (CRM) Data
Customer Needs Clarification
Customer Relationship Development / Prospecting
Operational Compliance
Business Development
Sales Opportunities Creation
Data Exploration
Network of Influence

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer servicerelationship managementsales analysisbusiness developmentmarket assessment

Certifications

NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate