Advancing Financial Adviser

Old Mutual South Africa; Cape Town; On-site; ZAR 150,000 - 190,000; Full time

Job summary

Old Mutual South Africa is seeking a detail-oriented sales-focused professional in Cape Town to engage with customers using consultative selling techniques. You will gather customer information, understand needs, and guide them through suitable financial solutions, providing exceptional service throughout the interaction.

The role expects strong communication, a commitment to customer-centric service, and proficiency with sales tools.

Qualifications

• NQF Level 4 or Grade 12 equivalent.
• Strong communication and interpersonal skills.
• Experience in customer-facing sales or service is advantageous.
• Ability to identify customer needs and upsell opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Identifying Customer Needs

Sales Software

Education

NQF Level 4 - Grade 12

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.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

29 January 2027 , 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!