Africa-Focused Financial Advisor - Consultative Sales

Old Mutual Life Assurance Company (SA) Ltd (PFA); Standerton; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a results-driven sales professional to provide advice on a range of long-term insurance products to a defined market in Standerton, Mpumalanga. You will build relationships, manage CRM data, and drive business development through consultative selling.

Key qualifications include Grade 12, FAIS/FSCA compliance, COB, CPD, and a valid driver's license. Closing date 08 November 2026.

Qualifications

• Grade 12 (Matric) is required and FSCA/FAIS compliance is mandatory.
• Product category experience in long-term insurance and retirement products is preferred.
• CPD completed across all cycles.
• COB knowledge and a valid driver’s license are expected.

Responsibilities

• Provide advice on a specific range of long-term insurance products to a defined market.
• Deliver quality customer service while seeking opportunities for new business and retention.
• Process cases, handle complex queries, and resolve issues.
• Maintain CRM data with call plans and follow-up actions.
• Clarify customer needs and tailor materials for decision-makers.

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

Grade 12 (Matric)

FSCA Approved Qualification

FAIS Compliant

Product category experience (Long term Insurance B1/B2 and Retail pension benefit)

CPD - Continuous Professional Development

COB - Class of Business

Valid Driver's licence

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a results-driven sales professional to provide advice on a range of long-term insurance products to a defined market in Standerton, Mpumalanga. You will build relationships, manage CRM data, and drive business development through consultative selling.

Key qualifications include Grade 12, FAIS/FSCA compliance, COB, CPD, and a valid driver's license. Closing date 08 November 2026.