Advancing Financial Adviser

oldmutual; Bethlehem; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is hiring a customer-focused professional to support sales, service and relationship development across client interactions and CRM data stewardship. The role covers handling inquiries, qualifying prospects, and executing routine business development activities while adhering to compliance standards and scripts.

Closing date is 19 September 2026. The appointment will align with the company’s Employment Equity Plan, with data management, relationship nurturing and

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
• Closing Date 19 September 2026, 23:59
• The Old Mutual South Africa Employment Equity Plan informs appointment decisions

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 information requests, referring complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions.
• Interview the customer, following a multilevel sales script, to clarify requirements.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to ensure quality standards and regulatory codes.
• Carry out routine business development support tasks and assist others by following procedures.
• Identify potential customers by obtaining information, referrals, and recommendations.
• Input data into spreadsheets or standard formats.
• Demonstrate understanding of networking value by contributing to internal and external networks.

Skills

Consultative Selling

CRM Data Management

Customer Service

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Feedback Management

Evaluating Information

Education

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

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 19 September 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!