Advancing Financial Adviser

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

Job summary

A reputable financial service provider in Northern Cape is seeking an experienced customer service representative to handle inquiries and foster client relationships. Responsibilities include handling customer activities, ensuring compliance with standards, and identifying sales opportunities. The ideal candidate should possess consultative selling skills and hold a qualification equivalent to NQF Level 5. This position offers a great opportunity for growth and customer engagement.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Interview customers using a multilevel sales script to clarify their requirements.

Skills

Consultative Selling

Customer Service

Customer-Focused

Evaluating Information

Sales Data Management

Identifying Customer Needs

Oral Communications

Education

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

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

• 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 promised, along with notes of actions taken during each sales call.
• Interview customers using a multilevel sales script to clarify their requirements.
• Make calls (by telephone or in person) to potential customers to develop relationships and provide a first point of contact for resolving queries and complaints.
• Follow mandatory procedures to ensure work is carried out to the required quality standards and complies with external and internal regulations.
• Support routine business development tasks and assist others by following established procedures.
• Identify potential customers through information, referrals, and recommendations from existing customers.
• Select appropriate data from provided information and input into spreadsheets or standard formats.
• Participate in and contribute to networks 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, Advanced or Occupational Certificate or equivalent

Closing Date

30 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.