Salaried Financial Advisor In-house (Volksrust)

Old Mutual Life Assurance Company (SA) Ltd; Standerton; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to advise on a range of life and pension products for a designated market in Standerton. You will deliver quality service, identify growth opportunities, and support retention while navigating complex queries and regulatory requirements.

The role emphasizes relationship development, CRM data quality, and proactive business development within a financial services environment.

Qualifications

• Grade 12 (Matric) or equivalent with relevant qualifications.
• FAIS compliant product category experience (Long term Insurance B1, B2 and Retail pension benefit).
• CPD – Continuous Professional Development – All cycles.
• A valid driver’s license and own car.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market.
• Deliver quality customer service while identifying opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve customer problems.
• Perform data exploration and maintain CRM data for effective retention and business development.
• Clarify customer needs, tailor presentations to decision-makers, and gather relevant information.
• Develop and manage relationships with potential accounts to enable two-way information flow and issue resolution.
• Ensure compliance with regulatory codes and organizational policies.

Skills

Consultative selling

Customer service

Sales data management

Direct selling

Qualifying prospects

Identifying sales opportunities

Oral communications

Probing questions

Sales software

Strengthening customer relationships

Building trust

Customer focus

Customer understanding

Education

NQF Level 5 or higher

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 08 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.