Financial Advisor: Build Client Relationships & Growth

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a customer-focused professional to provide quality service, identify sales opportunities, and support retention. The role includes handling complex queries, maintaining CRM data, and developing relationships with decision-makers to grow a client base.

The position emphasizes consultative selling, data-driven insights, and collaboration across sales, service, and compliance teams within a dynamic financial services environment.

Qualifications

• NQF Level 5 qualification or higher is required.
• Experience in sales or customer service is preferred.
• Ability to build relationships with decision-makers.

Responsibilities

• Provide quality service to customers and identify opportunities for new business or retention.
• Process cases, handle complex queries, and resolve customer problems.
• Analyze problems to find the best technical or professional solutions.
• Receive visitors and assist with information requests.
• Enter CRM data after each contact to enable retention and business development.
• Set objectives for sales calls and tailor materials for decision-makers.
• Develop a relationship management plan for potential accounts.
• Understand and comply with organizational policies and procedures.
• Monitor sales and market data to identify growth opportunities.
• Represent the organization at business sector events.
• Conduct research and use BI tools for data analysis.
• Network with internal and external stakeholders to strengthen relationships.

Skills

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

Tools

CRM Software

Job description

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a customer-focused professional to provide quality service, identify sales opportunities, and support retention. The role includes handling complex queries, maintaining CRM data, and developing relationships with decision-makers to grow a client base.

The position emphasizes consultative selling, data-driven insights, and collaboration across sales, service, and compliance teams within a dynamic financial services environment.