Advancing Financial Adviser

Old Mutual South Africa; Boksburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa in Boksburg is seeking professionals with a strong background in customer service and sales. The role emphasizes consultative selling, identifying customer needs, and strengthening relationships to drive business growth.

The successful candidate will engage customers, assess their needs, and identify opportunities while maintaining high service standards and accurate information handling. Previous experience in financial services and CRM tools is advantageous.

Qualifications

• Experience in consultative selling and customer-focused roles.
• Ability to evaluate information and identify customer needs.
• Proven track record in identifying sales opportunities.
• Strong oral communication and probing questioning skills.

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

Education

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

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.

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

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 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!