Advancing Financial Adviser

Old Mutual South Africa; Parys; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa is hiring a customer service professional to handle routine inquiries and support relationship management while assisting business development tasks. You will work with CRM data, follow established procedures, and identify sales opportunities.

The role involves interviewing customers to clarify requirements, developing relationships with potential clients, and ensuring quality service in line with regulatory standards.

Qualifications

• Experience in customer service and handling routine inquiries.
• NQF Level 5 or equivalent required.
• Ability to identify customer needs and qualify sales opportunities.
• Comfort with data entry and CRM systems.

Responsibilities

• Deliver standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters.
• Maintain accurate CRM data and document follow-up actions.
• Interview customers following a multilevel sales script to clarify requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development tasks and identify sales opportunities.
• Identify potential customers through referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Engage in networking to leverage relationships and ideas.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Probing Questions

Identifying Customer Needs

Education

NQF Level 5 - Higher, Advance 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

• 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!