In-House Financial Advisor: Client Growth & Strategy

Old Mutual Life Assurance Company (SA) Ltd; Brits; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-focused professional to advise on a range of financial products for a defined market. You will deliver quality service, identify new business opportunities, and manage queries while maintaining CRM data for client retention and growth.

The role emphasizes relationship development with decision-makers, prospecting, and ensuring compliance with regulatory standards.

Qualifications

• NQF Level 5 or higher in Finance and Banking.
• Closing date 04 October 2026.

Responsibilities

• Provide advice on a range of products to a specific allocated market.
• Provide quality customer service and identify opportunities for new business or support retention.
• Process cases, deal with complex queries, and resolve customer problems.
• Develop relationships with decision-makers and influencers within the customer organization.
• Follow CRM data schedules and maintain quality data for retention and business development.

Skills

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 - Finance & Banking

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-focused professional to advise on a range of financial products for a defined market. You will deliver quality service, identify new business opportunities, and manage queries while maintaining CRM data for client retention and growth.

The role emphasizes relationship development with decision-makers, prospecting, and ensuring compliance with regulatory standards.