Adavancing Financial Adviser

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

Job summary

A leading financial services provider in Vanderbijlpark is looking for a Customer Service Associate. This role involves handling customer inquiries and ensuring compliance with set standards. The ideal candidate will possess skills in customer engagement, consultative selling, and have at least an NQF Level 5 qualification. This position is crucial for building strong customer relationships and managing their needs effectively.

Responsibilities

• Handle simple customer inquiries and ensure compliance with established standards.
• Assist visitors and manage customer requests.
• Verify accuracy of customer details in the system.
• Conduct interviews with customers to determine their requirements.
• Develop relationships with potential customers through calls.
• Follow procedures to maintain quality standards in customer interactions.

Skills

Consultative Selling

Customer Service

Oral Communications

Identifying Customer Needs

Education

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

Job description

Overview

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

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• 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.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• 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.
• 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.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• 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.

The Old Mutual Story!