Financial Consultant: Grow Relationships & Drive Sales

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Cape Town seeks an enthusiastic sales-focused individual to advise on a range of products and manage customer relationships. You will perform basic customer service, qualify prospects, and log follow-ups in the CRM while identifying new business opportunities.

The role emphasizes interviewing customers, following scripts, and maintaining data accuracy, with adherence to internal and regulatory codes of conduct.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
• Customer service and consultative selling experience is desirable

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Interview the customer following a multilevel sales script to clarify requirements.
• Identify potential customers and develop relationships.
• Maintain accurate CRM data with follow-up notes.
• Ensure compliance with mandatory procedures and codes of conduct.
• Provide first point of contact for resolving queries and complaints.

Skills

Consultative Selling

Customer Service

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

NQF Level 4 / Grade 12

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Cape Town seeks an enthusiastic sales-focused individual to advise on a range of products and manage customer relationships. You will perform basic customer service, qualify prospects, and log follow-ups in the CRM while identifying new business opportunities.

The role emphasizes interviewing customers, following scripts, and maintaining data accuracy, with adherence to internal and regulatory codes of conduct.