Salaried Financial Advisor — Consultative Sales & Growth

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd is inviting applicants for roles focusing on customer service, relationship management and proactive sales growth. The position encompasses handling customer inquiries, identifying opportunities for new business, and supporting retention through CRM-driven follow-ups and data management.

Responsibilities include analyzing issues, presenting tailored solutions to decision-makers, and building networks across sectors to drive growth while ensuring

Qualifications

• Experience in customer service and sales environments is preferred.
• Knowledge of CRM systems and data entry procedures.
• Ability to identify new business opportunities and support client retention.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze problems to find best solutions, which could be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Schedule follow-up actions and enter data into CRM to enable customer retention and business development.

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 Life Assurance Company (SA) Ltd is inviting applicants for roles focusing on customer service, relationship management and proactive sales growth. The position encompasses handling customer inquiries, identifying opportunities for new business, and supporting retention through CRM-driven follow-ups and data management.

Responsibilities include analyzing issues, presenting tailored solutions to decision-makers, and building networks across sectors to drive growth while ensuring