Advancing Financial Adviser (Bethlehem / Lindley / Reitz)

Old Mutual Limited; Bethlehem; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Bethlehem is seeking a customer service and sales support professional. You will handle inquiries, ensure CRM accuracy, and contribute to prospecting and routine business development tasks.

The role requires an NQF Level 5 or equivalent and strong communications skills. You will follow compliance procedures, interview customers to clarify needs, and build relationships to drive sales opportunities.

Qualifications

• Customer-facing role with emphasis on service and sales support.
• Requires basic data handling and CRM proficiency.
• Emphasis on compliant and ethical customer interactions.

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 more complex matters to colleagues.
• Ensure CRM data accuracy and record 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 be the first contact for queries.
• Follow mandatory procedures to ensure quality standards and compliance.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers from referrals and recommendations.
• Input data into spreadsheets or standard formats as needed.

Skills

Consultative selling

Customer service

Identifying customer needs

Sales opportunities

Oral communication

Probing questions

Qualifying prospects

Sales data management

Customer understanding

Evaluating information

Customer feedback management

Strengthening customer relationships

Education

NQF Level 5 - Higher, Advance or Occupational 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

19 October 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!