Strategic Financial Advisor: Grow Client Relationships

Old Mutual Life Assurance Company (SA) Ltd; Botshabelo; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Old Mutual is seeking a customer-focused advisor to provide product guidance and build relationships within a allocated market. You will handle customer inquiries, process cases, and analyze issues to deliver best solutions.

The role emphasizes CRM data management, prospecting, and compliant conduct in a sales-driven environment. The position involves developing relationships with decision-makers, identifying opportunities, and representing the company at events.

Qualifications

• NQF Level 5 or equivalent qualification required.
• Experience in customer service or sales environment advantageous.
• Ability to understand customer needs and present solutions.

Responsibilities

• Provide quality service to customers and identify opportunities for new business or retention.
• Process cases, handle complex queries, and resolve problems.
• Analyze problems to find best technical or professional solutions.
• Receive visitors and assist with requests for information.
• Enter CRM data and create follow-up call plans for retention and sales.
• Set objectives for sales calls and tailor materials for decision-makers.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Education

NQF Level 5

Job description

Old Mutual is seeking a customer-focused advisor to provide product guidance and build relationships within a allocated market. You will handle customer inquiries, process cases, and analyze issues to deliver best solutions.

The role emphasizes CRM data management, prospecting, and compliant conduct in a sales-driven environment. The position involves developing relationships with decision-makers, identifying opportunities, and representing the company at events.