Advancing Financial Adviser

Old Mutual Limited; Welkom; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a customer service and sales support professional to perform routine service tasks, clarify customer needs, and maintain CRM data accuracy. The role involves direct customer interaction, visiting customers, and pursuing sales opportunities while adhering to compliance standards.

The ideal candidate will follow a multilevel sales script, develop relationships with potential clients, and support business development activities within a regulated environment.

Qualifications

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

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 CRM data accuracy and log follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and act as first point of contact for queries and complaints.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks and follow established procedures.
• Identify potential customers by referrals and information from existing customers.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Oral Communications

Identifying Sales Opportunities

Customer Feedback Management

Customer Focus

Strengthening Customer Relationships

Education

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

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 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.

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.