Advancing Financial Adviser

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

Job summary

Old Mutual South Africa invites applications for a role focused on customer service, needs clarification, and CRM data integrity in Potchefstroom. You will engage with customers, assess inquiries, and convert opportunities through a consultative selling approach.

The role emphasizes compliance with standards, visit reception, and networking. The successful candidate will manage relationships, support business development, and ensure accurate data for follow-up actions.

Qualifications

• Requires an NQF Level 5 qualification or equivalent.
• Experience in customer service and sales environments.
• Ability to follow scripts and document interactions accurately.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Maintain CRM data accuracy and record follow-up actions.
• Clarify customer requirements using a multilevel sales script.
• Develop relationships and identify sales opportunities through proactive outreach.
• Adhere to mandatory procedures to meet quality and regulatory codes.
• Support business development and routine tasks following established procedures.
• Identify potential customers from referrals and existing networks.

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

Tools

CRM Software

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

29 November 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!