Advancing Financial Adviser (Hartswater / De Aar / Kimberley / Douglas)

Old Mutual South Africa; De Aar; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to perform standard service activities, handle inquiries, and receive visitors.

You will assess compliance with norms, maintain CRM data, and follow a multilevel sales script to clarify customer needs.

This role supports business development by identifying opportunities, documenting actions, and ensuring quality through regulatory codes.

Qualifications

• NQF Level 5 or equivalent is required.
• Prior experience in consultative selling or customer service is preferred.

Responsibilities

• Provide standard customer service and handle inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters.
• Maintain CRM data accuracy and log follow-up actions.
• Clarify customer needs using a multilevel sales script.
• Develop relationships with prospective customers and serve as first contact for queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support business development and assist others by following procedures.
• Identify potential customers via referrals to create sales opportunities.
• Input data into spreadsheets or standard formats as required.
• Engage in networking to connect with internal and external stakeholders.

Skills

Consultative Selling

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Understanding

Education

NQF Level 5

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!