Africa Financial Advisor: Build Relationships & Growth

Old Mutual Life Assurance Company (SA) Ltd; Gqeberha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking professionals to provide high-quality customer service and leverage CRM data to drive retention and business growth. The role involves analyzing problems, assisting visitors, and supporting relationship development with key decision-makers.

The position emphasizes consultative selling, proactive prospecting, and effective communication to identify opportunities and improve customer outcomes.

Responsibilities

• Provide quality service to customers and identify opportunities to secure new business or support retention.
• Analyze specific problems to find best solutions, technical or professional.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter relevant information into CRM after each contact to enable effective customer retention and business development.

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

NQF Level 5 - Higher/Advance or Occupational Certificate

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking professionals to provide high-quality customer service and leverage CRM data to drive retention and business growth. The role involves analyzing problems, assisting visitors, and supporting relationship development with key decision-makers.

The position emphasizes consultative selling, proactive prospecting, and effective communication to identify opportunities and improve customer outcomes.