Advancing Financial Adviser (Springbok)

Old Mutual South Africa; South Africa; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a proactive Customer Service/Business Development professional to support routine inquiries, manage CRM data, and develop client relationships. You will interview customers, follow scripts, and refer complex matters to colleagues.

You will also perform data entry and assist in a networked contact strategy to identify opportunities. The role emphasizes adherence to standards and will involve visiting clients and handling basic requests while supporting routine

Qualifications

• NQF Level 4 - Grade 12 or equivalent.
• Experience in customer service or sales is desirable.
• Basic proficiency with data entry and CRM concepts.

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 information requests, referring complex matters to colleagues.
• Ensure basic customer details in systems are accurate and document follow-up actions.
• Interview customers following a multilevel sales script to clarify requirements.
• 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 by following procedures.
• Identify potential customers by obtaining information and referrals.
• Input data into spreadsheets or standard formats.
• Engage in network-building activities inside and outside the company.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Education

NQF Level 4 - Grade 12

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!