Strategic Financial Advisor for Client Growth

Old Mutual Life Assurance Company (SA) Ltd

Malalane

On-site

ZAR 300,000 - 420,000

Full time

14 days+

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Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a results-driven sales advisor to provide product guidance to a defined market, while actively pursuing new business opportunities and maintaining customer relationships.

You will handle inquiries, perform data entry in the CRM, and prepare for meetings with decision-makers, building networks within the business sector to boost retention and growth. A Grade 12, valid driver’s license, and FAIS compliance are required.

Qualifications

Grade 12 (Matric).
Valid Driver's licence and Own Car.
FAIS Compliance.
Clear criminal and credit check.
Minimum of 3 years working experience (preferably in sales).
Computer literacy (MS Word, Powerpoint and Outlook).
Excellent communication skills (written and verbal).
Presentations skills an added advantage.

Responsibilities

Provide advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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.
Analyze specific problems and issues to find the best solutions.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
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.
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.
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.
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.
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.
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.
Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
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.