Advancing Financial Adviser (Klerksdorp, Stilfontein, Wolmaranstad, Hartebeesfontein, Orkney, Bothaville)

Old Mutual South Africa; Klerksdorp; On-site; ZAR 250,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to deliver standard customer service, assess compliance, and manage CRM data accuracy. The role involves receiving visitors, clarifying needs, and developing relationships with potential customers through first-point contact and targeted outreach.

Responsibilities include following regulatory and internal codes of conduct, supporting business development tasks, and recording follow-up actions and sales activities in the system.

Qualifications

• NQF Level 5 or higher qualification is required.
• Ability to interview customers using a sales script to clarify requirements.
• Ability to follow established procedures to meet quality standards.
• Experience in customer service within financial services is advantageous.

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, referring complex matters.
• Ensure customer details in the system are accurate and note follow-up actions.
• 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.
• Support routine business development tasks following established procedures.
• Identify potential customers by obtaining referrals and recommendations.
• Input data from information provided into spreadsheets or standard formats.
• Demonstrate understanding of networking value by engaging with relevant stakeholders.

Skills

Consultative selling

Customer service

CRM data entry

Prospecting

Qualifying prospects

Oral communication

Sales software

Interpersonal skills

Networking

Compliance awareness

Education

NQF Level 5 or higher

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!