Growth-Focused Financial Advisor & Relationship Builder

Old Mutual Limited; eMalahleni; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking a proactive sales and customer service professional in South Africa. The role focuses on advising a defined market on a range of products, securing new business, and supporting customer retention.

You will handle inquiries, manage CRM data, and develop relationships with key decision-makers. You will analyze customer needs, present tailored solutions, and ensure compliance with regulatory codes.

Qualifications

• Customer-focused service experience across banking/insurance products.
• Knowledge of FAIS/FSCA regulatory requirements.
• Understanding of product categories: Long term Insurance & Retail pension benefits.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze problems to find the best solutions, technically or professionally.
• Manage CRM data and schedule follow-up actions for effective retention.
• Clarify customer needs and tailor presentations to decision-makers.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited is seeking a proactive sales and customer service professional in South Africa. The role focuses on advising a defined market on a range of products, securing new business, and supporting customer retention.

You will handle inquiries, manage CRM data, and develop relationships with key decision-makers. You will analyze customer needs, present tailored solutions, and ensure compliance with regulatory codes.