Advancing Financial Adviser (Heilbron / Frankfort)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Frankfort; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service focused professional to handle routine inquiries, verify CRM data, and support business development. You will interview customers, clarify needs, and build relationships with prospects while following standard procedures.

The role involves delivering quality service, processing visitor requests, and ensuring data integrity in our systems, with responsibilities expanding to compliance and regular data updates.

Qualifications

• NQF Level 4 - Grade 12 or equivalent is required.
• Closing date: 29 November 2026 (23:59) per posting.
• Appointment will be made in line with Old Mutual South Africa Employment Equity Plan.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure basic customer details in the system are accurate and note follow-ups.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be first contact for queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Carry out routine business development support tasks following established procedures.
• Identify potential customers by obtaining information and referrals from existing customers.
• Input data into spreadsheets or standard formats and engage in data exploration.
• Demonstrate understanding of networking by contributing to networks of people, technologies, and ideas.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Customer Understanding

Identifying Customer Needs

Qualifying Prospects

Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Sales Software

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Tools

CRM software

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 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.

The Old Mutual Story!