Strategic Financial Advisor & Client Partner

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a financial adviser to provide pro-active financial service and advice to customers within an allocated market. You will build strong client relationships, recommend sound financial solutions, and maintain superior service delivery in line with regulatory frameworks.

The role includes formal in-house training, completing prescribed regulatory exams and accreditation with the Financial Services Regulatory Authority, and ongoing

Qualifications

• Grade 12 (Matric) certificate.
• FAIS compliance RE5 an advantage.
• A valid Driver's licence and your own car.
• A clear criminal and credit check.
• A minimum of 3 years working experience (preferably in sales).
• Proven computer literacy (MS Office suite).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide advice on a specific range of products to a specific allocated market.
• Support retention and secure new business.
• Process cases and handle complex queries.
• Investigate and resolve customer problems.
• Manage CRM data and schedule follow-ups.
• Clarify customer needs and tailor materials for decision-makers.
• Develop and implement a relationship management plan with key accounts.
• Ensure compliance with policies and regulatory codes.
• Monitor sales and market data to identify growth opportunities.
• Build a network within the business sector and represent the organization at events.

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

Grade 12 (Matric)

Tools

MS Office

Job description

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a financial adviser to provide pro-active financial service and advice to customers within an allocated market. You will build strong client relationships, recommend sound financial solutions, and maintain superior service delivery in line with regulatory frameworks.

The role includes formal in-house training, completing prescribed regulatory exams and accreditation with the Financial Services Regulatory Authority, and ongoing