Advancing Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA); Welkom; On-site; ZAR 200,000 - 320,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is hiring in Welkom for a customer service-focused role. You will handle standard inquiries, assist visitors, and ensure CRM data accuracy while building relationships with potential clients.

The role emphasizes clear communication and compliance with internal standards. Responsibilities include identifying sales opportunities, following a multilevel sales script to clarify customer needs, and supporting business development activities to grow the

Qualifications

• Experience in standard customer service activities and handling inquiries.
• Ability to ensure accurate CRM data and document follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Support business development by following established procedures and identifying opportunities.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Ensure CRM data accuracy and record follow-up actions from each sales call.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and resolve queries.

Skills

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 or higher

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!