Strategic Financial Advisor: Drive Customer Growth

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service professional to handle routine inquiries, maintain CRM data accuracy, and support business development efforts. The role involves engaging with customers, clarifying needs, and initiating follow-up actions.

You will join a team focused on compliant processes, relationship development, and data-driven sales opportunities, contributing to a positive customer experience and operational excellence.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required).
• Experience in customer service and sales support is advantageous.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.

Skills

Consultative Selling

Customer Feedback

Customer Service

Needs Clarification

Prospecting

CRM Data

Sales Opportunities

Oral Communications

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5 or higher

Tools

CRM Software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service professional to handle routine inquiries, maintain CRM data accuracy, and support business development efforts. The role involves engaging with customers, clarifying needs, and initiating follow-up actions.

You will join a team focused on compliant processes, relationship development, and data-driven sales opportunities, contributing to a positive customer experience and operational excellence.