Adavancing Financial Adviser

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider in Vanderbijlpark is seeking candidates for a customer-focused role. Responsibilities include handling inquiries, maintaining customer data, and developing business relationships. Applicants should possess strong consultative selling skills and an NQF Level 5 qualification. The deadline for applications is 29 September 2025 at 23:59.

Qualifications

• Experience in customer service and relationship management.
• Ability to assess and clarify customer needs effectively.
• Strong consultative selling and communication skills.

Responsibilities

• Carry out standard customer service activities.
• Ensure customer details are accurate in the CRM system.
• Identify potential customers and sales opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Oral Communications

Identifying Sales Opportunities

Education

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

Job description

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

Closing Date

29 September 2025 , 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.