Financial Advisor: Consultative Sales & Client Growth

Old Mutual Life Assurance Company (SA) Ltd; Maluti-a-Phofung Local Municipality; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a driven sales and customer service professional to advise on a range of products. The role focuses on providing quality service, securing new business opportunities, and supporting retention.

You will handle CRM data, clarify customer needs, develop relationships with prospects, and ensure regulatory compliance while contributing to business development across a defined market.

Qualifications

• High School (Grade 12) is required.
• Strong customer-facing and sales skills are essential.
• Compliance with regulatory codes and company procedures.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, resolve complex queries and investigate customer problems.
• Analyze problems to find solutions, indicating whether technical or professional.
• Schedule follow-up actions and enter CRM data to enable effective customer retention.
• Clarify customer needs and tailor materials for presentations to decision-makers.
• Develop a relationship management plan to identify and engage key accounts.
• Ensure compliance with organizational policies and regulatory codes in all work.
• Monitor sales data to identify market opportunities and support business development.

Skills

Consultative selling

Customer-focused

Customer service

Identifying sales opportunities

Oral communications

Sales data management

Education

High School (Grade 12)

Job description

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a driven sales and customer service professional to advise on a range of products. The role focuses on providing quality service, securing new business opportunities, and supporting retention.

You will handle CRM data, clarify customer needs, develop relationships with prospects, and ensure regulatory compliance while contributing to business development across a defined market.