Africa Financial Advisor — Relationship-Driven Growth

Old Mutual Life Assurance Company (SA) Ltd

Boksburg

On-site

ZAR 350,000 - 550,000

Full time

8 days ago

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Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-focused professional to provide advice on a defined range of financial products to a designated market segment and to be accountable for delivering results through personal effort. The role emphasizes client outcomes, compliance, and a proactive approach to growth.

You will deliver quality customer service, identify opportunities to secure new business or support retention, handle cases and complex queries, analyse problems to offer

Qualifications

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
Experience in customer-facing sales and financial services is preferred.
Strong communication and relationship-building skills.

Responsibilities

For a defined product range, provide accurate information and guidance to allocated customers.
Deliver quality customer service and identify opportunities to secure new business or support retention.
Process cases, handle complex queries, and resolve customer problems.
Maintain CRM data with follow-up actions and call plans.
Build relationships with decision-makers and influencers to enable two-way information flow.

Skills

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Qualifying Prospects

Sales Software

Education

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

Job description

You will deliver quality customer service, identify opportunities to secure new business or support retention, handle cases and complex queries, analyse problems to offer

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