Africa Markets Financial Solutions Consultant

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a results-driven sales adviser to provide product advice to a defined market and achieve targets through their own efforts. You will interview customers and clarify needs using a multilevel sales script, develop relationships, and handle inquiries with care.

Key duties include maintaining CRM data accuracy, following compliance standards, identifying sales opportunities, performing data entry, and supporting business

Qualifications

• NQF Level 4 - Grade 12 or equivalent required.
• Experience in consultative selling and customer service preferred.
• Ability to work with standard CRM data and follow procedures.
• Strong communication and prospecting skills.

Responsibilities

• Provide customer service and handle simple inquiries.
• Analyse solutions and ensure compliance with standards.
• Receive visitors and assist with information requests.
• Maintain CRM data and note follow-up actions.
• Clarify customer needs using a multilevel sales script.
• Develop customer relationships and prospect new business.
• Follow mandatory procedures for quality and regulatory codes.
• Support business development and identify sales opportunities.
• Input data into spreadsheets and standard formats.
• Engage with a network of influence inside and outside the company.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12 or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a results-driven sales adviser to provide product advice to a defined market and achieve targets through their own efforts. You will interview customers and clarify needs using a multilevel sales script, develop relationships, and handle inquiries with care.

Key duties include maintaining CRM data accuracy, following compliance standards, identifying sales opportunities, performing data entry, and supporting business