Strategic Financial Solutions Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA); Kempton Park; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service and sales support professional in Gauteng. You will advise on a range of products, handle routine inquiries, and maintain accurate CRM data. You will also clarify customer needs using a multilevel sales script and pursue new prospects to develop client relationships.

The role emphasizes following procedures to maintain quality and regulatory compliance while contributing to business development in a structured way.

Qualifications

• NQF Level 4 or Grade 12 equivalent is required.
• Experience in a customer-facing sales/support role is advantageous.
• Ability to follow scripts and document customer interactions accurately.

Responsibilities

• Provide product advice to a defined market and meet individual targets.
• Handle routine customer inquiries and offer solutions.
• Record customer details and follow-up actions in the CRM.
• Clarify customer requirements using a scripted approach.
• Develop relationships with potential customers through calls or visits.
• Ensure compliance with quality standards and internal codes.

Skills

Consultative Selling

Customer Service

Customer Feedback

Prospecting

Sales Opportunities

Oral Communications

Qualifying Prospects

Sales Software

Data Management

Networking

Education

NQF Level 4

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service and sales support professional in Gauteng. You will advise on a range of products, handle routine inquiries, and maintain accurate CRM data. You will also clarify customer needs using a multilevel sales script and pursue new prospects to develop client relationships.

The role emphasizes following procedures to maintain quality and regulatory compliance while contributing to business development in a structured way.