Advancing Financial Adviser

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

Job summary

Old Mutual South Africa seeks a customer-focused professional to support service delivery and develop sales opportunities. You will handle routine inquiries, ensure CRM data quality, and assist with visitor reception while following regulatory and internal standards.

You will interview customers to clarify needs, make prospecting calls, and input information into standard formats, contributing to a networked approach across teams.

Qualifications

• Includes entry to mid level sales and customer service responsibilities.
• Familiarity with CRM data handling and standard protocols.
• Ability to follow a multilevel sales script and escalate complex issues.

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, directing complex matters to colleagues.
• Ensure customer details in the system are accurate and note follow-up actions.
• Interview customers to clarify requirements following a sales script.
• Make calls to develop relationships with allocated potential customers.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Carry out routine business development support tasks per established procedures.
• Identify potential customers by gathering referrals and recommendations.
• Input data into spreadsheets or standard formats from information provided.
• Demonstrate understanding of networking value within the company.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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

Letés 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 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

Closing Date

30 July 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.