Advancing Financial Adviser (Bloemfontein / Welkom / Colesberg)

Old Mutual South Africa; Colesburg (IA); On-site; USD 42,000 - 64,000; Full time

Job summary

Old Mutual South Africa is seeking a proactive professional to support customer service, process inquiries, and maintain accurate CRM data while identifying sales opportunities. You will interact with customers, gather requirements, and help drive business development within established procedures.

The role emphasizes compliance, stakeholder communication, and delivering reliable client support under an Employment Equity framework. The position is located in a team-oriented environment.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Responsibilities

• Customer Service. Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis. Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors. Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data. Ensure basic customer details in the system are accurate and note follow-up actions.
• Customer Needs Clarification. Interview the customer to clarify requirements.
• Customer Relationship Development / Prospecting. Make calls to develop relationships and be first contact for queries.
• Operational Compliance. Follow procedures to meet quality standards and regulatory codes.
• Business Development. Support routine business development tasks per established procedures.
• Sales Opportunities Creation. Identify potential customers via referrals and recommendations.
• Data Exploration. Input data into spreadsheets or standard formats.
• Network of Influence. Engage with networks inside and outside the company.

Skills

Consultative Selling

Customer Feedback

Customer Service

CRM Data Management

Identifying Customer Needs

Sales Opportunities

Oral Communications

Education

NQF Level 5

Tools

Sales Software

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

• Customer Service. Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis. Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors. Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data. Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification. Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Customer Relationship Development / Prospecting. Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Operational Compliance. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Business Development. Carry out routine business development support tasks and assist others by following established procedures.
• Sales Opportunities Creation. Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Data Exploration. Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Network of Influence. Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

• Consultative Selling
• Customer Feedback Management
• Customer-Focused
• Customer Service
• Customer Understanding
• Evaluating Information
• Identifying Customer Needs
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Closing Date

29 November 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!