Consultative Financial Solutions Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA)

Cape Town

On-site

ZAR 300,000 - 450,000

Full time

2 days ago

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Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a client-focused adviser to provide product guidance within a defined market segment. You will handle routine inquiries, maintain accurate CRM data, and follow standard procedures to ensure service quality.

The role includes prospecting and building relationships through calls and visits to allocated customers. You will interview customers using a multilevel sales script, clarify requirements, and identify sales opportunities while adhering

Qualifications

NQF Level 5 or equivalent qualification.
Experience in consultative selling and customer service.
Ability to interview customers using a sales script.
Strong communications and relationship-building skills.

Responsibilities

Provide product advice to a specific market and achieve results through own efforts.
Carry out standard customer service activities and handle simple inquiries.
Assess compliance with established standards for routine inquiries.
Receive visitors and assist with information requests, referring complex matters.
Maintain accurate CRM data and note follow-up actions from sales calls.
Clarify customer requirements using a multilevel sales script.
Develop relationships by calling allocated potential customers and handling queries.
Follow mandatory procedures to ensure quality and regulatory compliance.
Support business development tasks and identify sales opportunities.
Input data into spreadsheets or standard formats.
Engage with a network of colleagues, technologies, and ideas.