Salaried Financial Advisor In-house

Old Mutual Life Assurance Company (SA) Ltd; Senwabarwana; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a hardworking advisor to deliver product guidance to a defined market and to drive new business while supporting client retention. You will handle cases, answer complex queries, and use CRM data to plan follow-ups and growth opportunities.

Responsibilities include customer service, needs clarification, relationship development, and ensuring regulatory compliance. A valid driver’s license and CO/CPD compliance are part of the role.

Qualifications

• Matric / Grade 12 with relevant regulatory qualifications (FSCA) preferred.
• CPD – Continuous Professional Development cycles.
• COB – Class of Business; valid driver’s license and own car.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve customer problems.
• Analyze problems to find best solutions; solutions could be technical or professional in nature.
• Receive visitors and assist with information requests, referring more complex matters to colleagues.
• Enter relevant information into the CRM system after each contact to enable retention and business development.
• Set clear objectives for each sales call or meeting; tailor materials for decision-makers and influencers; ask questions to gather information.
• Develop and implement a relationship management plan for potential customer accounts to build relationships with decision-makers and influencers.
• Develop knowledge of policies and procedures to ensure compliance; obtain supervisor authorization for exceptions.
• Monitor and assess sales and market data to identify business development opportunities in a geographic region.
• Develop personal network within the business sector and represent the organization at events to grow visibility.
• Conduct research and use primary data sources and BI tools to analyze key themes and trends.
• Demonstrate understanding of networking value by participating in a network of people, technologies, and ideas.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Identifying Opportunities

Oral Communication

Qualifying Prospects

Sales Data Mgmt

Sales Software

Strategic Selling

Relationship Building

Education

Matric / NQF Level 5

Tools

CRM 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.
• 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)

• 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

16 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.