Client-Focused Financial Solutions Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA); Polokwane; On-site; ZAR 89,000 - 134,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites you to join a role focused on advising a defined market on a range of products, delivering exceptional customer service and building lasting relationships.

You will handle inquiries, perform solutions analysis, maintain CRM data, and identify sales opportunities while adhering to regulatory standards and internal codes of conduct. Closing date 14 November 2026.

Qualifications

• Minimum required NQF Level 4 or equivalent.
• Strong customer service and consultative selling skills.
• Experience with CRM and following multilevel sales scripts.

Responsibilities

• Provide customer service and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests with referrals for complex matters.
• Input and maintain customer data in CRM, noting follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop customer relationships and identify sales opportunities via calls or in-person visits.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Assist with routine business development tasks and sales opportunities.

Skills

Consultative Selling

Customer Service

Customer Relationship Management

Customer Understanding

Probing Questions

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Qualifying Prospects

Data Exploration

Network of Influence

Customer Feedback Management

Identifying Customer Needs

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites you to join a role focused on advising a defined market on a range of products, delivering exceptional customer service and building lasting relationships.

You will handle inquiries, perform solutions analysis, maintain CRM data, and identify sales opportunities while adhering to regulatory standards and internal codes of conduct. Closing date 14 November 2026.