Africa-Driven Financial Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mahikeng; Presencial; ZAR 360.000 - 540.000; Jornada completa

Descripción de la vacante

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a client-focused advisor to provide product guidance and build lasting relationships with allocated customers. The role emphasizes consultative selling, CRM data accuracy, and identifying sales opportunities within a defined market.

You will interview clients, clarify needs, and follow multilevel scripts while adhering to regulatory standards and internal codes of conduct.

Formación

• Experience providing advisory services in a regulated environment.
• Able to follow defined sales scripts and procedures.
• Strong focus on customer needs and relationship development.

Responsabilidades

• Provide product advice to an allocated market and drive results.
• Carry out customer service and resolve simple inquiries.
• Maintain CRM data accuracy and follow up actions.
• Identify sales opportunities and develop new relationships.
• Interview customers to clarify requirements and offer solutions.
• Ensure compliance with internal and regulatory codes.

Conocimientos

Consultative Selling

Customer Understanding

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Educación

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

Herramientas

CRM Software

Descripción del empleo

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a client-focused advisor to provide product guidance and build lasting relationships with allocated customers. The role emphasizes consultative selling, CRM data accuracy, and identifying sales opportunities within a defined market.

You will interview clients, clarify needs, and follow multilevel scripts while adhering to regulatory standards and internal codes of conduct.