Financial Consultant: Client Advisory & Growth

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a customer-focused advisor to deliver product guidance to a defined market. You will manage customer inquiries, maintain CRM data, and build relationships to open new sales opportunities.

Responsibilities include qualifying customer needs with scripted questions, handling routine service tasks, and ensuring compliance with standards and procedures while supporting business development efforts.

Qualifications

• Experience in customer-focused sales and advisory roles.
• Ability to review inquiries against standards and protocols.
• Data entry and CRM accuracy responsibilities.
• Ability to identify customer needs through questioning and scripting.

Responsibilities

• Provide advice on a range of products to an allocated market.
• Handle simple customer inquiries and routine service tasks.
• Receive visitors and direct to appropriate resources.
• Maintain accurate customer details in CRM and note follow-up actions.
• Clarify customer requirements using a multilevel sales script.
• Proactively develop relationships with potential customers by calls or meetings.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development and identify new sales opportunities.
• Input data from information provided into standard formats.
• Participate in a network of colleagues and external contacts.

Skills

Consultative Selling

Customer Service

CRM Data

Customer Needs

Sales Opportunities

Oral Communication

Education

High School (Grade 12)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a customer-focused advisor to deliver product guidance to a defined market. You will manage customer inquiries, maintain CRM data, and build relationships to open new sales opportunities.

Responsibilities include qualifying customer needs with scripted questions, handling routine service tasks, and ensuring compliance with standards and procedures while supporting business development efforts.