Advancing Financial Adviser

Old Mutual Limited; Welkom; On-site; ZAR 300,000 - 480,000; Full time

Job summary

Old Mutual Limited in Welkom seeks an Advancing Financial Adviser to drive customer service, sales opportunities, and relationship development. You will carry out standard inquiries, verify CRM data, and follow approved procedures while engaging with prospective clients to clarify needs and suggest suitable financial solutions.

The role emphasizes strong communication, data handling, and a proactive approach to building client relationships within regulatory guidelines.

Qualifications

• Customer service and CRM data handling.
• Carry out standard customer service activities.
• Interview customers to clarify requirements.
• Identify sales opportunities through referrals and outreach.

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 basic customer details in CRM are accurate and note follow-ups and actions.
• Interview customers to clarify requirements following a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be first contact for queries and complaints.
• Follow mandatory procedures to ensure quality and regulatory adherence.
• Carry out routine business development support tasks following procedures.
• Identify potential customers by obtaining referrals and recommendations.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value through internal and external networks.

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 or higher certificate

Job description

Advancing Financial AdviserOur website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Advancing Financial AdviserApply: Welkom: Full time: Posted Today: JR-84727**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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.***