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Advancing Financial Adviser (KZN)

Old Mutual

Mthatha

On-site

ZAR 200,000 - 300,000

Full time

9 days ago

Job summary

Old Mutual is seeking a Customer Service Representative in Mthatha to assist with inquiries, manage customer relationships, and support business development initiatives. The candidate will carry out standard customer service tasks, ensuring compliance with quality standards while actively developing customer relationships through effective communication and consultative selling. A minimum qualification of NQF Level 5 is required, along with strong customer service skills. Join us in writing Africa's story together!

Responsibilities

  • Carry out standard customer service activities and handle simple customer inquiries.
  • Assess compliance with established standards and protocols for routine inquiries.
  • Receive visitors and assist with various requests for information.
  • Ensure that basic customer details held in the system are accurate.
  • Interview the customer, clarifying their requirements.
  • Make calls to allocated potential customers to develop relationships.
  • Follow mandatory procedures to ensure quality standards.
  • Assist in routine business development support tasks.
  • Identify potential customers through referrals and recommendations.
  • Select appropriate data from information and input it into standard formats.

Skills

Customer Service
Consultative Selling
Customer Feedback Management
Customer Understanding
Identifying Customer Needs
Oral Communications
Sales Opportunities
Strategic Selling
Strengthening Customer Relationships

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 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

Closing Date

29 September 2025 , 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!

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