Financial Advisor: Relationship & Growth Specialist

Old Mutual Life Assurance Company (SA) Ltd; Hazyview; On-site; ZAR 150,000 - 210,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-oriented adviser to provide guidance on a defined product range to a specific market. You will deliver quality service, identify opportunities for new business, and support retention through effective CRM data management.

Responsibilities include handling inquiries, processing cases, and developing relationships with decision-makers to drive business development.

Qualifications

• Grade 12 and FAIS compliance are required.
• Criminal and credit checks must be clear.
• Minimum 3 years in sales with strong presentation skills.

Responsibilities

• Provide advice on a range of products to a specific allocated market.
• Deliver quality customer service while securing new business and retaining clients.
• Process cases, handle complex queries, and resolve customer problems.
• Schedule follow-up actions and enter data into the CRM for retention and development.
• Build relationships with decision-makers and influencers for two-way information flow.
• Develop and implement a relationship management plan for prospective accounts.

Skills

Communication skills

Consultative selling

Customer-focused

Identifying sales opportunities

Probing questions

Relationship building

Data management

Sales software

Education

Grade 12

NQF Level 5 or equivalent

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-oriented adviser to provide guidance on a defined product range to a specific market. You will deliver quality service, identify opportunities for new business, and support retention through effective CRM data management.

Responsibilities include handling inquiries, processing cases, and developing relationships with decision-makers to drive business development.