Africa-Focused Financial Advisor & Relationship Builder

Old Mutual Life Assurance Company (SA) Ltd; Benoni; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a dynamic sales and client service professional to provide advice on a range of insurance products to a designated market. You will build lasting relationships, identify opportunities, and support retention through proactive customer service and data-informed decisions.

The role emphasizes consumer-focused selling, regulatory awareness, and strategic business development within a defined region to grow market presence and ensure

Qualifications

• NQF Level 5 or equivalent qualification required.
• Experience in consultative selling and customer-focused sales preferred.
• Knowledge of sales data management and CRM systems is beneficial.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers.
• Monitor and assess sales and market data for a specific geographic region to identify areas for business development.
• Develop a personal network within the business sector and represent the organization at sector events.
• Schedule follow-up actions and input data into the CRM after each contact to enable retention and business development activities.

Skills

Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

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

Tools

CRM software

Job description

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a dynamic sales and client service professional to provide advice on a range of insurance products to a designated market. You will build lasting relationships, identify opportunities, and support retention through proactive customer service and data-informed decisions.

The role emphasizes consumer-focused selling, regulatory awareness, and strategic business development within a defined region to grow market presence and ensure