Strategic Financial Advisor & Client Relationship Builder

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd seeks a customer-focused professional to advise on a range of products within a designated market and drive new business while supporting client retention.

The role emphasizes CRM data management, relationship development, and proactive sales activities across the South Africa market. Strong communication and consultative selling skills are required.

Qualifications

• NQF Level 5 or higher qualification is required.
• Closing date is 22 April 2027.
• Employment Equity Plan alignment considered in appointment.

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolve customer problems.
• Analyze problems to identify the best solutions, which may be technical or professional in nature.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Follow up and enter relevant information into the CRM system to enable effective customer retention and business development.

Skills

Trust

Consultative Selling

Customer Focus

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Communication Skills

Education

NQF Level 5

Tools

CRM Systems

Job description

Old Mutual Life Assurance Company (SA) Ltd seeks a customer-focused professional to advise on a range of products within a designated market and drive new business while supporting client retention.

The role emphasizes CRM data management, relationship development, and proactive sales activities across the South Africa market. Strong communication and consultative selling skills are required.