Strategic Financial Advisor — Client Growth & Solutions

Old Mutual Life Assurance Company (SA) Ltd; Mdantsane; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-focused professional to deliver quality customer service and identify growth opportunities within allocated markets. You will analyze problems, manage CRM data, and develop relationships with decision-makers to support both retention and new business.

Responsibilities include prospecting, solution-oriented communications, and ensuring compliance with regulatory codes while contributing to business development efforts across a

Qualifications

• NQF Level 5 or higher qualification required.
• Experience in sales, customer service, or business development is advantageous.

Responsibilities

• Provide quality service to customers and identify opportunities for new business or retention.
• Process cases, handle complex queries, and resolve customer problems.
• Analyze problems to find best solutions, technical or professional.
• Receive visitors and direct them or escalate as needed.
• Record interactions in CRM to enable effective follow-up and data quality.
• Clarify customer needs and tailor materials for decision-makers.
• Develop relationships with potential accounts and identify influencers.
• Ensure adherence to organizational policies and regulatory codes; obtain supervisor approval for exceptions.
• Monitor sales and market data to identify growth opportunities.
• Build a network within the sector and represent the organization at events.
• Conduct research using primary data sources and BI tools to identify trends.

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

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-focused professional to deliver quality customer service and identify growth opportunities within allocated markets. You will analyze problems, manage CRM data, and develop relationships with decision-makers to support both retention and new business.

Responsibilities include prospecting, solution-oriented communications, and ensuring compliance with regulatory codes while contributing to business development efforts across a