Advancing Financial Adviser

Old Mutual Limited; Polokwane; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking a customer-focused professional to perform frontline customer service activities, analyze solutions, and manage CRM data. The role involves receiving visitors, clarifying customer needs, and developing relationships through proactive outreach and networking.

The position emphasizes adherence to compliance standards, data quality, and routine business development support, with opportunities to create sales leads and manage customer inquiries efficiently.

Qualifications

• Experience in consultative selling and managing customer relationships.
• Strong communication and interpersonal skills.
• NQF Level 5 or higher qualification required.

Responsibilities

• Customer Service – handle standard customer inquiries and basic requests.
• Solutions Analysis – assess compliance with standards for routine inquiries.
• Receiving Visitors – assist visitors and route complex queries to colleagues.
• CRM Data – ensure customer details are accurate and note follow-up actions.
• Customer Needs Clarification – interview customers to clarify requirements.
• Customer Relationship Development / Prospecting – make calls to develop relationships and be first contact for queries.
• Operational Compliance – follow mandatory procedures to meet quality standards and codes of conduct.
• Business Development – support routine development tasks following procedures.
• Sales Opportunities Creation – identify potential customers from referrals and recommendations.
• Data Exploration – select data from information provided and input into standard formats.
• Network of Influence – participate in networking to connect people, technologies, and ideas.

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

Job description

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.

Qualifications

• 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.