Advancing Financial Adviser (Welkom / Hoopstad)

Old Mutual South Africa; Bloemfontein; Sur place; ZAR 320 000 - 520 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a customer-focused professional to support service delivery, handle inquiries, and help develop relationships with potential customers in Bloemfontein. You will ensure data accuracy, follow standard procedures, and contribute to a network of contacts to grow business opportunities.

You will interview customers to clarify needs, document outcomes, and refer complex matters to colleagues while upholding regulatory and internal codes of conduct.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required).
• Experience in customer service and sales environment is beneficial.
• Strong communication, active listening and problem-solving skills.

Responsabilités

• 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 information requests, referring more complex matters to colleagues.
• Ensure basic customer data in systems is accurate and document follow-up actions from each sales call.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls or visit to develop relationships with potential customers and act as first point of contact for queries and complaints.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support routine business development tasks following established procedures.
• Identify potential customers by obtaining referrals and information from existing customers.
• Select data from information provided and input into spreadsheets or standard formats.
• Demonstrate understanding of networking value by engaging with a broad network.

Description du poste

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!