Advancing Financial Adviser (Bloemfontein / Welkom / Colesberg)

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

Job summary

Old Mutual is seeking a customer-focused professional to perform basic customer service activities, handle inquiries, and support business development in a South African context. You will maintain CRM data accuracy, clarify customer needs, and create sales opportunities by contacting allocated prospects and following protocols.

The role emphasizes relationship-building, compliance with procedures, and effective communication as you help resolve queries and contribute to service quality.

Qualifications

• Experience in customer service or sales environments.
• Strong communication and active listening skills.
• Ability to interview customers and identify needs effectively.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Ensure CRM data is accurate and notes follow-up actions from sales calls.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or meet with allocated potential customers to develop relationships and identify opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and help create sales opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Education

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

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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

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

Closing Date

29 November 2026 , 23:59