Financial Advisor: Africa Growth & Client Relationships

Old Mutual Life Assurance Company (SA) Ltd (PFA); Lephalale; On-site; ZAR 300,000 - 550,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites applications for a role focused on advising clients within a designated market segment. The position emphasizes relationship management, customer service, and compliance with financial regulation.

The role requires a Grade 12 education, FAIS & FSCA qualifications, and a driver’s license. You will contribute to business development through targeted outreach and data-driven insights.

Qualifications

• Grade 12 (Matric)
• FSCA Approved Qualification
• FAIS Compliant
• Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
• CPD - Continuous Professional Development - All cycles
• COB - Class of Business
• A valid Driver's licence and your own car

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.
• Solutions Analysis: Analyze specific problems and issues to find the best solutions; solutions could be technical or professional in nature.
• Receiving Visitors: Receive visitors and assist with information requests, referring more complex matters to colleagues.
• CRM Data: Schedule follow-up actions and enter information into the CRM to enable effective customer retention and business development.
• Customer Needs Clarification: Set objectives for each sales call or meeting and tailor materials for decision-makers.
• Customer Relationship Development / Prospecting: Develop and implement a relationship management plan to identify and build relationships with decision-makers.
• Operational Compliance: Understand policies and regulatory codes; obtain supervisor authorization for exceptions.
• Business Development: Monitor sales and market data to identify areas for development.
• Sales Opportunities Creation: Build a network and represent the organization at events to enhance visibility.
• Data Exploration: Conduct research and analyze data themes using primary sources and BI tools.
• Network of Influence: Engage in a network of people, technologies, and ideas inside and outside the company.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

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) invites applications for a role focused on advising clients within a designated market segment. The position emphasizes relationship management, customer service, and compliance with financial regulation.

The role requires a Grade 12 education, FAIS & FSCA qualifications, and a driver’s license. You will contribute to business development through targeted outreach and data-driven insights.