Advancing Financial Adviser (Bethlehem / Lindley / Reitz)

Old Mutual Limited; Bethlehem, Lindley, Reitz; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual Limited in Bethlehem, South Africa, is seeking an Advancing Financial Adviser for Bethlehem, Lindley and Reitz to engage clients, clarify needs and build lasting relationships through calls and in-person meetings. The role focuses on identifying opportunities and delivering tailored financial solutions within a compliant framework.

The position emphasizes CRM data integrity, routine inquiries, and sales support.

Qualifications

• NQF Level 4 or Grade 12 or equivalent.
• National or Occupational Certificate or equivalent.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Maintain accurate CRM data and note follow-up actions.
• Clarify customer requirements using a multilevel sales script.
• Prospect to develop relationships and identify opportunities.
• Follow procedures to ensure quality and regulatory compliance.
• Support business development tasks per established procedures.
• Identify potential customers from referrals.
• Enter data into spreadsheets or standard formats.

Skills

Consultative Selling

Customer Focus

Oral Communications

Qualifying Prospects

Sales Data Management

Education

Grade 12 / NQF4

National/Occupational Certificate

Tools

CRM Software

Data Management Tools

Job description

Advancing Financial Adviser (Bethlehem / Lindley / Reitz)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Advancing Financial Adviser (Bethlehem / Lindley / Reitz)Apply: Bethlehem: Full time: Posted Today: JR-84848**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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 4 - Grade 12, School leaving Certificate, National 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.***