Consultative Financial Solutions Advisor

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking to strengthen its client-centric team in Durban. The role emphasizes delivering standard customer service, handling inquiries, and maintaining accurate CRM data while building early relationships with prospects.

The position supports compliance with procedures, sales script-based customer interviews, and routine business development tasks to generate opportunities and ensure high-quality customer care across channels.

Qualifications

• NQF Level 5 or equivalent required.
• Experience in customer service and sales is advantageous.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking to strengthen its client-centric team in Durban. The role emphasizes delivering standard customer service, handling inquiries, and maintaining accurate CRM data while building early relationships with prospects.

The position supports compliance with procedures, sales script-based customer interviews, and routine business development tasks to generate opportunities and ensure high-quality customer care across channels.