Advancing Financial Adviser

Oldmutual; Welkom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer service professional in Welkom to handle inquiries, clarify customer needs, and develop relationships with potential clients. You will follow a multilevel sales script, manage CRM data, and escalate complex matters as needed.

The role emphasizes accurate data entry, routine compliance with procedures, and proactive engagement to identify sales opportunities, supporting business development and customer satisfaction.

Qualifications

• NQF Level 5 or higher qualification is required.
• Experience in consultative selling and customer service is expected.
• Strong communication and ability to clarify customer needs.
• Familiarity with sales data management is preferred.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data accuracy and follow-up notes from each sales call.

Skills

Consultative Selling

Customer Service

Sales Opportunities Creation

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Customer Understanding

Education

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

Tools

CRM Software

Sales 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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

19 September 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.

Old Mutual Story!