Africa Financial Advisor — Relationship-Driven Growth

Old Mutual Life Assurance Company (SA) Ltd; Boksburg; On-site; ZAR 350,000 - 550,000; Full time

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

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