Advancing Financial Adviser (Welkom / Hoopstad)

Old Mutual Limited; Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Bloemfontein seeks a proactive professional to support customer service, data integrity in CRM and relationship development. You will interview customers to clarify needs, identify sales opportunities, and provide first contact for queries and complaints. Maintain accurate records and follow regulatory procedures.

The role emphasizes consultative selling, strong communication, and collaboration with colleagues to resolve routine inquiries and advance customer relationships.

Qualifications

• NQF Level 5 qualifications or equivalent are required.
• Experience in customer service and sales support is advantageous.
• Strong communication and relationship-building skills.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Receive visitors and assist with information requests; refer complex matters to colleagues.
• Interview the customer to clarify requirements using a multilevel sales script.
• Identify potential customers by obtaining information, referrals and recommendations from existing customers to develop relationships.
• Ensure that basic customer details in the CRM are accurate and notes of follow-ups are recorded.
• Follow a range of mandatory procedures to ensure work meets quality and regulatory standards.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

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!