Financial Advisor: Consultative Sales and Client Growth

Old Mutual Life Assurance Company (SA) Ltd; Upington; In loco; ZAR 260.000 - 420.000; Tempo pieno

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd is seeking a customer-focused advisor to deliver product guidance and build relationships within a defined market. You will handle inquiries, process cases, and support retention while seeking new business opportunities.

The role emphasizes consultative selling, accurate CRM data entry, and proactive client engagement to drive growth in the Northern Cape region.

Competenze

• Matriculation is required.
• Closing Date 29 November 2026, 23:59 as per the Employment Equity Plan.

Mansioni

• Provide advice on a range of products to a specific allocated market.
• Deliver quality customer service while identifying opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve customer problems.

Conoscenze

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

Formazione

Matriculation Certificate (Matric)

Descrizione del lavoro

Old Mutual Life Assurance Company (SA) Ltd is seeking a customer-focused advisor to deliver product guidance and build relationships within a defined market. You will handle inquiries, process cases, and support retention while seeking new business opportunities.

The role emphasizes consultative selling, accurate CRM data entry, and proactive client engagement to drive growth in the Northern Cape region.