Advancing Financial Adviser

Old Mutual; Springbok; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider in Springbok is looking for a customer service professional to manage inquiries, ensure accurate data in the CRM system, and build strong customer relationships. Ideal candidates will have qualifications equivalent to NQF Level 5 and a knack for consultative selling. This role offers an opportunity to grow skills while contributing to customer satisfaction and business development.

Qualifications

• Experience in customer-focused roles with a strong emphasis on engagement.
• Ability to manage relationships and understand customer needs.
• Familiarity with standard CRM data management processes.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Receive visitors and assist with requests for information.
• Ensure customer data is accurate in the CRM system.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Oral Communications

Sales Opportunities

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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

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

Closing Date

30 September 2025 , 23 : 59