Africa-Focused Financial Advisor | Consultative Sales

Old Mutual Life Assurance Company (SA) Ltd; Port Alfred; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a results-driven sales and client-services professional in Port Alfred to advise clients on a range of products and actively grow the business. You will handle customer inquiries, perform data entry in CRM, and build relationships with decision-makers across allocated markets.

The role emphasizes consultative selling, efficient case handling, and adherence to regulatory standards while contributing to a broader business development strategy

Qualifications

• Customer service experience and a results-oriented mindset.
• Ability to identify opportunities to secure new business and support retention.
• Proven track record in sales and client relationship management.
• Familiarity with CRM systems and data entry after each customer contact.
• Strong communication, listening and questioning skills.
• Knowledge of regulatory codes and organizational policies.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact.
• Develop and implement a relationship management plan for potential customer accounts.

Skills

Trust

Consultative Selling

Customer Focus

Direct Selling

Probing Questions

Qualifying Prospects

Oral Communications

Strategic Selling

Networking

Education

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

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a results-driven sales and client-services professional in Port Alfred to advise clients on a range of products and actively grow the business. You will handle customer inquiries, perform data entry in CRM, and build relationships with decision-makers across allocated markets.

The role emphasizes consultative selling, efficient case handling, and adherence to regulatory standards while contributing to a broader business development strategy