Financial Advisor: Build Trust & Grow Client Wealth

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a customer-centric sales professional to provide advice on a range of products to allocated markets. You will handle service delivery, process cases, and identify opportunities to secure new business while supporting retention and relationship building.

The role emphasizes CRM data management, needs clarification, and development of relationships with decision-makers within client organisations.

Qualifications

• Grade 12 (Matric) required.
• Excellent communication skills, written and verbal.
• Presentations skills are advantageous.

Responsibilities

• Provide quality service to customers and identify opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve customer problems.
• Enter data into the CRM system and schedule follow-ups for effective retention and business development.

Skills

Trust-building

Consultative selling

Customer-focused

Customer service

Relationship development

Prospecting

Oral communications

Qualifying prospects

Education

Grade 12

NQF level 5 equivalent

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a customer-centric sales professional to provide advice on a range of products to allocated markets. You will handle service delivery, process cases, and identify opportunities to secure new business while supporting retention and relationship building.

The role emphasizes CRM data management, needs clarification, and development of relationships with decision-makers within client organisations.