Financial Solutions Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Lebowakgomo; On-site; ZAR 220,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a capable sales and customer service representative in Lebowakgomo. You will handle inquiries, manage CRM data, and support business development while building relationships with clients and prospects.

The role emphasizes compliant procedures, data accuracy, and proactive customer engagement to identify sales opportunities within allocated markets.

Qualifications

• NQF Level 4 – Grade 12 or equivalent is required.
• Experience in consultative selling and customer service.
• Ability to manage sales data and use sales software tools.
• Proven capability to identify sales opportunities and qualify prospects.
• Strong communication and relationship-building skills.

Responsibilities

• Provide customer service and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and direct them to appropriate information.
• Maintain CRM data accuracy and note follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Develop relationships with potential customers and resolve queries.
• Follow procedures to ensure quality and regulatory compliance.
• Assist with basic business development and opportunity identification.
• Input data into spreadsheets and standard formats.
• Build a network of contacts inside and outside the company.

Skills

Consultative Selling

Customer Service

Customer Understanding

Sales Data Management

Sales Software

Strategic Selling

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a capable sales and customer service representative in Lebowakgomo. You will handle inquiries, manage CRM data, and support business development while building relationships with clients and prospects.

The role emphasizes compliant procedures, data accuracy, and proactive customer engagement to identify sales opportunities within allocated markets.