Strategic Financial Advisor: Growth & Relationships

Old Mutual Life Assurance Company (SA) Ltd; Gqeberha; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-oriented professional to provide advice on a range of products and develop relationships within allocated markets. The role includes CRM data entry, needs clarification, and business development to secure opportunities.

The position requires Matric, FAIS compliance, and at least 3 years sales experience, with strong communication and presentation skills. Open for ongoing applications; closing date 30 March 2027.

Qualifications

• Grade 12 (Matric) is required.
• Valid driver’s licence and own car.
• FAIS compliance (NQF Level 5 FSCA approved).
• Clear criminal and credit check.
• Minimum of 3 years sales experience.
• Computer literacy: MS Word, PowerPoint and Outlook.
• Excellent written and verbal communication skills.
• Presentation skills are an added advantage.

Responsibilities

• Provide a quality service to customers and identify new business opportunities.
• Process cases, handle complex queries, and resolve problems.
• Analyze specific problems to propose best technical or professional solutions.
• Receive visitors and assist with information requests.
• Maintain CRM data with follow-up actions and call plans.
• Clarify customer needs and tailor materials for decision-makers.
• Develop relationships and prospect new accounts within a region.
• Ensure compliance with organisational policies and regulatory codes.
• Monitor sales data and identify regional business opportunities.
• Represent the organisation at sector events to build visibility.

Skills

Communication skills

Presentations skills

Sales skills

Customer service

Networking

Education

Matric (Grade 12)

FAIS Compliance (NQF Level 5)

NQF Level 5 Higher/Occupational Certificate

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a sales-oriented professional to provide advice on a range of products and develop relationships within allocated markets. The role includes CRM data entry, needs clarification, and business development to secure opportunities.

The position requires Matric, FAIS compliance, and at least 3 years sales experience, with strong communication and presentation skills. Open for ongoing applications; closing date 30 March 2027.