Salaried Financial Advisor In-house

Old Mutual Life Assurance Company (SA) Ltd; Marble Hall; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a dynamic sales and service professional to advise clients on long-term insurance products and manage relationships using CRM data. The role focuses on identifying new business opportunities while delivering exceptional customer service and maintaining compliance with regulatory standards.

You will engage with decision-makers in client organizations, develop a relationship plan, and contribute to market insights to grow the

Qualifications

• Matric with Grade 12 and FSCA approved qualifications.
• NQF Level 5 or higher is required or equivalent.
• Excellent communication and customer-facing skills.
• Experience in insurance or financial services is preferred.

Responsibilities

• Provide advice on long-term insurance products to a defined market.
• Deliver quality customer service and identify new business opportunities.
• Handle cases, complex queries, and resolve customer issues.
• Record follow-ups in CRM to support retention and development.
• Build relationships with decision-makers across client organizations.
• Ensure compliance with regulatory codes and company procedures.
• Contribute to business development through market insights.

Skills

Consultative Selling

Customer Service

Sales Data

Relationship Building

Probing Questions

Education

Grade 12 (Matric)

NQF Level 5 or higher

Tools

CRM Software

MS Office / Excel

Sales Software

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities Customer Service

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Solutions Analysis

Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Operational Compliance

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Business Development

Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Sales Opportunities Creation

Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Data Exploration

Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

Network of Influence

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Grade 12 (Matric) FSCA Approved Qualification FAIS Compliant Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit) CPD – Continuous Professional Development – All cycles COB – Class of Business A valid Driver’s licence and your own car

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 Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability

Education

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

Closing Date

17 November 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.