Africa-Focused Financial Advisor | Consultative Sales

Old Mutual Life Assurance Company (SA) Ltd; Rustenburg; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-focused adviser to provide product guidance to a defined market, drive new business and support client retention. You will manage customer relationships, perform needs assessments, and schedule follow-ups in the CRM system to build data-driven retention strategies.

The role emphasizes consultative selling, ethical compliance, and collaboration with stakeholders to identify opportunities, develop regional strategies, and enhance the

Qualifications

• NQF Level 5 or equivalent is required.
• Experience in sales and relationship development is preferred.
• Ability to analyze customer needs and present solutions.

Responsibilities

• Provide customer service and identify opportunities to secure new business or retain existing clients.
• Process cases, handle complex queries, and resolve customer problems.
• Maintain CRM data and schedule follow-up actions for retention and growth.
• Develop relationships with decision-makers and influencers within client organizations.
• Clarify customer needs and tailor presentations for stakeholders and decision-makers.
• Engage in business development by building networks and representing the organization at events.
• Ensure compliance with company policies and regulatory standards in all activities.
• Monitor market data to identify regional opportunities and drive sales growth.
• Create a network of influence to enable two-way information flow and issue resolution.

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 or equivalent

Tools

CRM Software

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-focused adviser to provide product guidance to a defined market, drive new business and support client retention. You will manage customer relationships, perform needs assessments, and schedule follow-ups in the CRM system to build data-driven retention strategies.

The role emphasizes consultative selling, ethical compliance, and collaboration with stakeholders to identify opportunities, develop regional strategies, and enhance the