Advancing Financial Adviser (Welkom / Hoopstad)

Old Mutual Limited; Bloemfontein; On-site; ZAR 260,000 - 380,000; Full time

Job summary

Old Mutual Limited in Bloemfontein seeks an Advancing Financial Adviser to deliver customer service, clarify needs, and develop relationships with potential clients. You will follow a multilevel sales script, document follow-ups in CRM, and support business development while ensuring compliance with internal codes of conduct.

You will identify sales opportunities, manage customer data, and refer complex issues to colleagues, contributing to the team’s growth and adherence to regulatory standards.

Qualifications

• Experience providing customer service and resolving inquiries to standards.
• Familiar with compliance and codes of conduct in client interactions.
• Ability to interview customers to clarify needs and propose solutions.

Responsibilities

• Carry out standard customer service activities and answer inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and direct to colleagues for complex matters.
• Maintain accurate CRM data and record follow-up actions.

Skills

Consultative Selling

Customer Service

Qualifying Prospects

Oral Communications

Sales Data

Education

NQF Level 5

Tools

CRM Software

Job description

## Advancing Financial Adviser (Welkom / Hoopstad)Apply: Bloemfontein: Full time: Posted Today: JR-84724**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake 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 ComplianceFollow 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 DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate 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.***