Africa-Focused Financial Advisor | Client Growth & Solutions

Old Mutual Life Assurance Company (SA) Ltd; East London; On-site; ZAR 71,000 - 85,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in East London seeks a customer-focused sales support professional to advise on a range of products. You will service customers, process cases, and identify opportunities to grow business while maintaining compliance.

The role emphasizes relationship development, data management in CRM, and effective communication with decision-makers. A Matric/FAIS background and driving license are preferred.

Qualifications

• Matric required and FAIS compliance is preferred.
• Strong communication and presentation skills are essential.
• Proven ability to manage customer relationships and data.

Responsibilities

• Provide quality service and identify opportunities for new business or retention.
• Analyze problems to propose technical or professional solutions.
• Receive visitors and direct them appropriately.
• Maintain CRM data and plan follow-up actions after each contact.
• Clarify customer needs and tailor presentations for decision-makers.
• Develop relationships with key influencers and decision-makers.
• Ensure regulatory compliance and adherence to procedures.
• Monitor sales data to identify regional growth opportunities.
• Build a network to support business development and customer engagement.
• Conduct research to analyze trends and inform strategies.
• Lead networking activities to enhance visibility and reputation.

Skills

Communication skills

Presentations

Computer literacy

Driver's license

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5)

Matric certificate or equivalent

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual Life Assurance Company (SA) Ltd in East London seeks a customer-focused sales support professional to advise on a range of products. You will service customers, process cases, and identify opportunities to grow business while maintaining compliance.

The role emphasizes relationship development, data management in CRM, and effective communication with decision-makers. A Matric/FAIS background and driving license are preferred.