Financial Solutions Advisor – Consultative Sales

Old Mutual Life Assurance Company (SA) Ltd (PFA); South Africa; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a customer-focused advisor to provide product advice to a defined market and handle routine inquiries. You will maintain CRM data, clarify client needs, and develop relationships while supporting business development tasks and ensuring compliance with standards.

The role emphasizes multi-level sales scripting, data entry into spreadsheets, and proactive communication with customers to resolve queries and identify new opportunities.

Qualifications

• NQF Level 4 or equivalent is required.
• Strong communication and customer-facing abilities are essential.
• Adherence to company policies and regulatory standards.

Responsibilities

• Provide advice on a range of products to a defined market.
• Carry out standard customer service activities and handle simple inquiries.
• Interview customers to clarify requirements and identify opportunities.
• Document and maintain accurate CRM data and follow-up actions.
• Develop customer relationships and identify sales opportunities.
• Follow mandatory procedures to meet quality and regulatory standards.
• Support business development tasks and assist colleagues with procedures.
• Input data from inquiries into standard formats and reports.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a customer-focused advisor to provide product advice to a defined market and handle routine inquiries. You will maintain CRM data, clarify client needs, and develop relationships while supporting business development tasks and ensuring compliance with standards.

The role emphasizes multi-level sales scripting, data entry into spreadsheets, and proactive communication with customers to resolve queries and identify new opportunities.