Advancing Financial Adviser

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

Job summary

Old Mutual South Africa is seeking a customer service and sales support professional in Welkom, South Africa. The role focuses on handling routine inquiries, developing customer relationships, and ensuring CRM data accuracy.

You will follow established procedures to maintain compliance and contribute to business development support tasks. The position requires NQF Level 5 or equivalent and involves interacting with customers to clarify needs, identify opportunities, and document follow-up

Qualifications

• Experience in customer service or sales environments.
• Ability to follow scripts and capture customer information accurately.
• Strong communication and listening skills.
• Ability to manage follow-up actions and notes from sales calls.
• Comfort with making outbound calls and visiting clients when required.

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.
• Ensure customer details in the CRM are accurate and record follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop relationships with allocated potential customers and provide first contact for queries.

Skills

Consultative selling

Customer service

Customer understanding

Oral communications

Probing questions

Qualifying prospects

Sales data management

Sales software

Education

NQF Level 5 Certificate

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!