Dynamic Financial Advisor - Grow Relationships & Revenue

Old Mutual Life Assurance Company (SA) Ltd; Mtubatuba; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a driven Financial Adviser to provide product advice to a defined market and to drive new business while preserving existing client relationships.

The role emphasizes customer service, CRM data handling, and proactive sales prospecting within a regulated financial services environment. AMatric with FAIS RE5 advantage, valid drivers license, and 3+ years of sales experience are preferred.

Qualifications

• Grade 12 (Matric) certificate
• FAIS compliance RE5 an advantage
• A valid Driver's licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
• Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Demonstrate understanding of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Building Trust

Consultative Selling

Customer Focus

Sales Data Management

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

MS Office

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a driven Financial Adviser to provide product advice to a defined market and to drive new business while preserving existing client relationships.

The role emphasizes customer service, CRM data handling, and proactive sales prospecting within a regulated financial services environment. AMatric with FAIS RE5 advantage, valid drivers license, and 3+ years of sales experience are preferred.