Financial Adviser - Growth, Client Solutions & CRM Focus

Old Mutual Life Assurance Company (SA) Ltd (PFA); Kokstad; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Kokstad is seeking a customer-focused professional to perform standard service activities, collect and clarify customer needs, and support business development. You will manage CRM data, handle inquiries, and escalate complex issues to specialists.

The role emphasizes relationship building, prospecting, and following regulatory and internal codes of conduct to ensure service quality.

Qualifications

• NQF Level 5 or higher qualification is required.
• Experience in customer service and sales is advantageous.
• Strong communication and data entry skills.

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 information requests, escalating complex matters to colleagues.
• Ensure customer details in the system are accurate and document follow-up actions.
• Interview customers following a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality standards and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers by gathering referrals and recommendations.

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 (Required).

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Kokstad is seeking a customer-focused professional to perform standard service activities, collect and clarify customer needs, and support business development. You will manage CRM data, handle inquiries, and escalate complex issues to specialists.

The role emphasizes relationship building, prospecting, and following regulatory and internal codes of conduct to ensure service quality.