Africa-Focused Financial Advisor | Consultative Selling

Old Mutual Life Assurance Company (SA) Ltd; Lusikisiki; Presencial; ZAR 350 000 - 520 000; Tempo integral

Resumo da oferta

Old Mutual Life Assurance Company (SA) Ltd is seeking a customer-focused sales professional to drive new business and retention across a defined market. You will manage customer relationships, analyze needs, and leverage CRM data to support targeted outreach and proactive service.

The role emphasizes consultative selling, data-driven insights, and collaboration with colleagues to achieve growth in a dynamic financial services environment.

Qualificações

• Experience in building relationships with business customers.
• Ability to identify sales opportunities within the market.
• Understanding of CRM data entry and follow-up processes.

Responsabilidades

• Provide quality service to customers and identify opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve customer problems.
• Analyze problems to find best solutions, which may be technical or professional.
• Receive visitors and assist with information requests, routing complex matters.
• Enter relevant data into the CRM to enable retention and business development activities.
• Set objectives for sales calls and tailor materials for decision-makers.
• Develop a relationship management plan for potential accounts.
• Ensure compliance with organizational policies and regulatory codes.
• Monitor sales and market data to identify regional growth opportunities.
• Build a network within the business sector and represent the organization at events.
• Conduct research and analyze data using primary sources and BI tools.

Conhecimentos

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

Formação académica

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

Descrição da oferta de emprego

Old Mutual Life Assurance Company (SA) Ltd is seeking a customer-focused sales professional to drive new business and retention across a defined market. You will manage customer relationships, analyze needs, and leverage CRM data to support targeted outreach and proactive service.

The role emphasizes consultative selling, data-driven insights, and collaboration with colleagues to achieve growth in a dynamic financial services environment.