Advancing Financial Adviser

oldmutual; Polokwane; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to deliver standard service tasks, clarify customer needs, and maintain accurate CRM data. You will engage with customers, follow a multilevel sales script, and identify opportunities to grow relationships across allocated accounts.

The role emphasizes compliance with mandatory procedures, business development support, and effective data input for sales reporting, with an on-site work arrangement.

Qualifications

• Experience in consultative selling and customer relationship development.
• Ability to follow established procedures and comply with regulations.
• Strong communication and data management skills.

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 information requests, referring complex matters to colleagues.
• Ensure CRM data accuracy and note follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocate potential customers to develop relationships and resolve queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support routine business development tasks following established procedures.
• Identify potential customers from referrals and recommendations.
• Enter data into spreadsheets or standard formats from information provided.
• Demonstrate networking value by engaging with a broad network 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

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.

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

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

Closing Date 30 October 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!