Strategic Financial Advisor – Grow Relationships

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa is seeking a customer-focused professional to provide quality service, identify opportunities, and support retention. You will analyze problems, clarify needs, and enter key interactions into the CRM to enable effective business development.

You will develop relationship plans for potential accounts, ensure regulatory compliance, monitor regional sales data, and actively participate in networking to grow the organization.

Qualifications

• Building trust with clients and tailor-made solutions.
• Consultative selling to secure new business and support retention.
• Customer-focused service and deep understanding of customer needs.
• Effective handling of customer service inquiries and problem resolution.
• Proficient in gathering customer information and maintaining CRM data.
• Ability to identify and develop sales opportunities with decision-makers.
• Strong communication and probing questions to qualify prospects.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions, technical or professional in nature.
• Receive visitors and assist with information requests, escalating complex matters.
• Enter relevant information into the CRM after each contact to enable retention and business development.
• Set objectives for sales calls, tailor presentations to decision-makers, and gather required information.
• Develop and implement a relationship management plan for potential accounts.
• Understand and comply with organizational policies and regulatory codes.
• Monitor and assess sales and market data to identify growth opportunities by region.
• Build a network within the business sector and represent the organization at events.
• Conduct data exploration to extract insights from primary data sources.
• Demonstrate understanding of networking value and contribute to a network inside and outside the company.

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd in South Africa is seeking a customer-focused professional to provide quality service, identify opportunities, and support retention. You will analyze problems, clarify needs, and enter key interactions into the CRM to enable effective business development.

You will develop relationship plans for potential accounts, ensure regulatory compliance, monitor regional sales data, and actively participate in networking to grow the organization.