Trusted Financial Advisor & Client Growth Specialist

Old Mutual; Limpopo; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading South African insurance firm is seeking a qualified individual to join their team. This role focuses on providing exceptional customer service, building relationships, and identifying sales opportunities. Candidates should possess an NQF Level 5 qualification along with FSCA approval. Responsibilities include maintaining CRM data, analyzing solutions, and exploring new business opportunities. The appointment will be made in line with the Employment Equity Plan.

Qualifications

• NQF Level 5 qualification or equivalent.
• FSCA approved qualification related to long-term insurance.
• Grade 12 (Matric) completion is required.

Responsibilities

• Provide quality service to customers and secure new business.
• Analyze problems to find effective solutions.
• Schedule follow-up actions and maintain CRM data.
• Develop customer relationship management plans.
• Monitor sales data to identify new business opportunities.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Sales Software

Education

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

FSCA Approved Qualification

Grade 12 (Matric)

Job description

A leading South African insurance firm is seeking a qualified individual to join their team. This role focuses on providing exceptional customer service, building relationships, and identifying sales opportunities. Candidates should possess an NQF Level 5 qualification along with FSCA approval. Responsibilities include maintaining CRM data, analyzing solutions, and exploring new business opportunities. The appointment will be made in line with the Employment Equity Plan.