Advancing Financial Adviser (Three Rivers / Vereeniging)

Old Mutual

Gauteng

On-site

ZAR 180,000 - 240,000

Full time

14 days+

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Job summary

Old Mutual is seeking a customer-focused professional to support service activities and handle routine inquiries in Gauteng. The role involves clarifying customer requirements, updating CRM records, and assisting with visitor requests.

You will conduct prospecting calls to develop relationships and provide first-line responses to questions, while following established procedures to ensure quality and compliance.

Qualifications

NQF Level 4 or equivalent required.
Grade 12 or equivalent required.
Experience in customer service or sales is a plus.

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; refer complex matters.
Keep CRM data accurate and note follow-up actions.
Interview customers to clarify requirements using a multilevel script.
Make calls to develop relationships and be first contact for queries.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Oral Communications

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4

Grade 12 / School Leaving Certificate

Tools

Spreadsheets

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