Consultative Financial Advisor & Growth Driver

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a results-driven professional to advise on long-term insurance products within a defined market. You will manage customer relationships, analyze needs, and drive both retention and new business through consultative selling.

Responsibilities include CRM data management, prospecting, compliance with FAIS, and collaboration with stakeholders to grow market share. A driver’s license is advantageous; closing date applies.

Qualifications

• Grade 12 / Matric is required.
• FAIS compliance and CPD are expected.
• NQF Level 5 or higher is preferred.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze problems to find the best solutions, technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter CRM data after each contact to enable effective retention and development activities.
• Set clear objectives for calls or meetings and tailor materials for decision-makers.
• Develop a relationship management plan to build key customer relationships.
• Adhere to organization policies and regulatory codes of conduct; obtain supervisor authorization as needed.
• Monitor sales and market data to identify regional business opportunities.
• Represent the organization at sector events to enhance visibility and network.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Education

Grade 12 / Matric

NQF Level 5 (Higher/Adv Cert)

FAIS Compliant / CPD

Tools

CRM Software

Sales Analytics Tools

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a results-driven professional to advise on long-term insurance products within a defined market. You will manage customer relationships, analyze needs, and drive both retention and new business through consultative selling.

Responsibilities include CRM data management, prospecting, compliance with FAIS, and collaboration with stakeholders to grow market share. A driver’s license is advantageous; closing date applies.