Africa-Focused Financial Advisor: Consultative Selling

Old Mutual Life Assurance Company (SA) Ltd; Vereeniging; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a results-oriented advisor to provide product guidance to a defined market and drive targets. You will assist customers, capture CRM data, and develop plans for retention and growth while complying with regulatory standards.

The role emphasizes relationship development, prospecting, and delivering tailored presentations to decision-makers, supported by strong communication and problem-solving skills.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
• Experience in customer service and sales is advantageous.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolve customer problems.
• Schedule follow-up actions and enter data into the CRM system for effective retention and development.
• Develop and implement a relationship management plan for potential accounts and engage with decision-makers.
• Ensure compliance with policies and regulatory codes in daily work.

Skills

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

Job description

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a results-oriented advisor to provide product guidance to a defined market and drive targets. You will assist customers, capture CRM data, and develop plans for retention and growth while complying with regulatory standards.

The role emphasizes relationship development, prospecting, and delivering tailored presentations to decision-makers, supported by strong communication and problem-solving skills.