Client-Centric Financial Advisor & Relationship Builder

Old Mutual Life Assurance Company (SA) Ltd; Butterworth; On-site; ZAR 180,000 - 250,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd seeks a sales-focused professional to advise on a range of products to a defined market. You will service customers, identify growth opportunities, and support retention with strong CRM discipline.

The role emphasizes client-facing activities, case processing, addressing complex queries, and building relationships with decision-makers to drive business development. Applicants should have Matric and a valid driving licence.

Qualifications

• Matric required with strong communication skills.
• FAIS compliance certification or qualification is required.
• Valid driver’s licence and own car preferred for field activity.
• Minimum of 3 years working experience, preferably in sales.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Solutions analysis to identify best technical or professional solutions for customer needs.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Maintain CRM data, schedule follow-ups, and enter information to enable effective customer retention and business development.

Skills

Consultative selling

Customer-focused

Sales opportunities

Oral communications

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Networking

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5 FSCA Approved Qualification)

Job description

Old Mutual Life Assurance Company (SA) Ltd seeks a sales-focused professional to advise on a range of products to a defined market. You will service customers, identify growth opportunities, and support retention with strong CRM discipline.

The role emphasizes client-facing activities, case processing, addressing complex queries, and building relationships with decision-makers to drive business development. Applicants should have Matric and a valid driving licence.