Advancing Financial Adviser (KZN)

Old Mutual; Pietermaritzburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Old Mutual seeks a dedicated Customer Service Representative in Pietermaritzburg to engage with customers, identify their needs, and support business development efforts. The ideal candidate will possess strong consultative selling skills and ensure quality compliance while fostering customer relationships. With a focus on operational excellence, this role advances our commitment to delivering exceptional service. Candidates must have a relevant NQF Level 5 qualification. Applications close on 29 September 2025.

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 to clarify requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow mandatory procedures to ensure adherence to quality standards.
• Identify potential customers from existing clientele.
• Select appropriate data and input that data into standard formats.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Customer Needs

Strategic Selling

Oral Communications

Sales Opportunities

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

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!